Charles Schwab Corporation shares owned by Sonora Investment Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sonora Investment Management
from 13F filings
Historical chart of Sonora Investment Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Sonora Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $354k | 4.9k | 72.82 |
| 2021-06-30 | $246k | 3.4k | 72.67 |
| 2021-03-31 | $221k | 3.4k | 65.29 |
| 2020-12-31 | $165k | 3.1k | 53.02 |
| 2020-09-30 | $116k | 3.2k | 36.14 |
| 2020-06-30 | $108k | 3.2k | 33.64 |
| 2020-03-31 | $107k | 3.2k | 33.57 |
| 2019-12-31 | $152k | 3.2k | 47.69 |
| 2019-09-30 | $137k | 3.3k | 41.84 |
| 2019-06-30 | $131k | 3.3k | 40.26 |
| 2019-03-31 | $139k | 3.3k | 42.72 |
| 2018-12-31 | $135k | 3.3k | 41.49 |
| 2018-09-30 | $156k | 3.2k | 49.15 |
| 2018-06-30 | $130k | 2.6k | 50.98 |
| 2018-03-31 | $133k | 2.6k | 52.22 |
| 2017-12-31 | $131k | 2.6k | 51.37 |
| 2017-09-30 | $107k | 2.5k | 43.74 |
| 2017-06-30 | $105k | 2.5k | 42.96 |
| 2017-03-31 | $100k | 2.5k | 40.81 |
| 2016-12-31 | $85k | 2.2k | 39.47 |
| 2016-09-30 | $68k | 2.2k | 31.57 |
| 2016-06-30 | $30k | 1.2k | 25.31 |
| 2016-03-31 | $50k | 1.7k | 29.63 |
| 2015-12-31 | $33k | 1.0k | 33.00 |
| 2015-09-30 | $16k | 535 | 29.91 |
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