Charles Schwab Corporation shares owned by Sunrise Partners Limited Partnership
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sunrise Partners Limited Partnership
from 13F filings
Historical chart of Sunrise Partners Limited Partnership investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Sunrise Partners Limited Partnership
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.4M | 32k | 73.69 |
| 2024-03-31 | $1.7M | 23k | 72.34 |
| 2023-06-30 | $8.0M | 141k | 56.68 |
| 2022-12-31 | $1.2M | 15k | 83.26 |
| 2022-09-30 | $2.3M | 32k | 71.88 |
| 2022-06-30 | $7.4M | 118k | 63.18 |
| 2022-03-31 | $1.4M | 17k | 84.27 |
| 2021-12-31 | $6.6M | 78k | 84.10 |
| 2021-06-30 | $1.8M | 25k | 73.00 |
| 2021-03-31 | $14M | 215k | 65.19 |
| 2020-12-31 | $6.8M | 128k | 53.05 |
| 2020-09-30 | $13M | 353k | 36.18 |
| 2020-06-30 | $6.2M | 183k | 33.81 |
| 2019-12-31 | $9.8M | 206k | 47.56 |
| 2019-09-30 | $9.2M | 221k | 41.83 |
| 2019-06-30 | $4.9M | 122k | 40.20 |
| 2019-03-31 | $2.6M | 60k | 42.78 |
| 2018-12-31 | $3.9M | 93k | 41.55 |
| 2018-03-31 | $780k | 15k | 52.31 |
| 2017-12-31 | $8.6M | 168k | 51.35 |
| 2017-09-30 | $12M | 264k | 43.71 |
| 2017-03-31 | $1.3M | 33k | 40.83 |
| 2016-12-31 | $249k | 6.3k | 39.52 |
| 2016-09-30 | $1.1M | 35k | 31.57 |
| 2016-06-30 | $4.0M | 158k | 25.31 |
| 2015-12-31 | $327k | 9.9k | 32.92 |
| 2015-09-30 | $219k | 7.7k | 28.57 |
| 2015-03-31 | $247k | 8.1k | 30.41 |
| 2014-09-30 | $3.1M | 105k | 29.39 |
| 2013-12-31 | $216k | 8.4k | 25.53 |
| 2013-06-30 | $278k | 13k | 21.22 |
More positions owned by Sunrise Partners Limited Partnership
View all positions for Sunrise Partners Limited Partnership