Charles Schwab Corporation shares owned by Toroso Investments
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Toroso Investments
from 13F filings
Historical chart of Toroso Investments investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Toroso Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.7M | 119k | 64.81 |
| 2024-06-30 | $8.1M | 110k | 73.69 |
| 2024-03-31 | $11M | 145k | 72.34 |
| 2023-12-31 | $7.7M | 112k | 68.80 |
| 2023-09-30 | $6.1M | 111k | 54.90 |
| 2023-06-30 | $6.1M | 108k | 56.68 |
| 2023-03-31 | $7.0M | 134k | 52.39 |
| 2022-12-31 | $12M | 144k | 83.26 |
| 2022-09-30 | $8.4M | 116k | 71.87 |
| 2022-06-30 | $7.0M | 110k | 63.18 |
| 2022-03-31 | $7.9M | 93k | 84.31 |
| 2021-12-31 | $5.0M | 59k | 84.11 |
| 2021-09-30 | $4.8M | 66k | 72.84 |
| 2021-06-30 | $4.4M | 61k | 72.80 |
| 2021-03-31 | $680k | 10k | 65.13 |
| 2020-12-31 | $404k | 7.6k | 53.00 |