Charles Schwab Corporation shares owned by Stifel Financial
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Stifel Financial
from 13F filings
Historical chart of Stifel Financial investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Stifel Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Stifel Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $77M | 1.1M | 73.69 |
| 2024-03-31 | $87M | 1.2M | 72.34 |
| 2023-12-31 | $87M | 1.3M | 68.80 |
| 2023-09-30 | $64M | 1.2M | 54.90 |
| 2023-06-30 | $62M | 1.1M | 56.68 |
| 2023-03-31 | $62M | 1.2M | 52.38 |
| 2022-12-31 | $104M | 1.2M | 83.26 |
| 2022-09-30 | $92M | 1.3M | 71.34 |
| 2022-06-30 | $84M | 1.3M | 62.88 |
| 2022-03-31 | $122M | 1.5M | 84.02 |
| 2021-12-31 | $122M | 1.5M | 84.06 |
| 2021-09-30 | $98M | 1.4M | 72.46 |
| 2021-06-30 | $93M | 1.3M | 72.14 |
| 2021-03-31 | $73M | 1.1M | 65.22 |
| 2020-12-31 | $58M | 1.1M | 52.46 |
| 2020-09-30 | $38M | 1.1M | 35.53 |
| 2020-06-30 | $37M | 1.1M | 34.48 |
| 2020-03-31 | $41M | 1.2M | 33.86 |
| 2019-12-31 | $57M | 1.2M | 47.59 |
| 2019-09-30 | $46M | 1.1M | 41.25 |
| 2019-06-30 | $40M | 989k | 40.06 |
| 2019-03-31 | $37M | 858k | 42.83 |
| 2018-12-31 | $24M | 576k | 41.03 |
| 2018-09-30 | $20M | 413k | 49.37 |
| 2018-06-30 | $21M | 415k | 50.53 |
| 2018-03-31 | $22M | 416k | 52.14 |
| 2017-12-31 | $19M | 368k | 51.21 |
| 2017-09-30 | $15M | 352k | 42.83 |
| 2017-06-30 | $16M | 362k | 42.91 |
| 2017-03-31 | $14M | 340k | 40.78 |
| 2016-12-31 | $13M | 323k | 39.40 |
| 2016-09-30 | $8.9M | 283k | 31.62 |
| 2016-06-30 | $5.6M | 222k | 25.31 |
| 2016-03-31 | $5.1M | 184k | 27.67 |
| 2015-12-31 | $2.0M | 60k | 32.94 |
| 2015-09-30 | $1.8M | 62k | 28.58 |
| 2015-06-30 | $1.6M | 53k | 30.00 |
| 2015-03-31 | $1.5M | 50k | 30.43 |
| 2014-12-31 | $2.3M | 76k | 30.20 |
| 2014-09-30 | $1.7M | 60k | 28.34 |
| 2014-06-30 | $1.3M | 51k | 26.04 |
| 2014-03-31 | $1.1M | 38k | 29.85 |