Charles Schwab Corporation shares owned by Trillium Asset Management Corporation
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Trillium Asset Management Corporation
from 13F filings
Historical chart of Trillium Asset Management Corporation investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Trillium Asset Management Corporation
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $460k | 4.8k | 95.50 |
| 2025-06-30 | $445k | 4.9k | 91.17 |
| 2025-03-31 | $325k | 4.2k | 78.20 |
| 2024-12-31 | $308k | 4.2k | 74.11 |
| 2024-09-30 | $266k | 4.1k | 64.93 |
| 2024-03-31 | $326k | 4.5k | 72.27 |
| 2023-12-31 | $352k | 5.1k | 68.87 |
| 2023-09-30 | $281k | 5.1k | 54.98 |
| 2021-03-31 | $2.5M | 39k | 65.18 |
| 2020-12-31 | $2.1M | 39k | 53.04 |
| 2020-09-30 | $1.4M | 39k | 36.22 |
| 2020-06-30 | $1.3M | 39k | 33.73 |
| 2020-03-31 | $1.3M | 39k | 33.62 |
| 2019-12-31 | $1.9M | 39k | 47.57 |
| 2019-09-30 | $1.6M | 39k | 41.82 |
| 2019-06-30 | $1.6M | 39k | 40.20 |
| 2019-03-31 | $1.7M | 40k | 42.76 |
| 2018-12-31 | $1.6M | 40k | 41.52 |
| 2018-09-30 | $2.0M | 40k | 49.15 |
| 2018-06-30 | $2.0M | 40k | 51.11 |
| 2018-03-31 | $2.1M | 40k | 52.22 |
| 2017-12-31 | $2.0M | 40k | 51.36 |
| 2017-09-30 | $1.8M | 41k | 43.74 |
| 2017-06-30 | $1.8M | 41k | 42.96 |
| 2017-03-31 | $1.7M | 41k | 40.80 |
| 2016-12-31 | $1.7M | 42k | 39.47 |
| 2016-09-30 | $1.3M | 42k | 31.56 |
| 2016-06-30 | $8.8M | 349k | 25.31 |
| 2016-03-31 | $9.4M | 337k | 28.02 |
| 2015-12-31 | $11M | 337k | 32.93 |
| 2015-09-30 | $9.4M | 329k | 28.56 |
| 2015-06-30 | $11M | 326k | 32.65 |
| 2015-03-31 | $9.8M | 321k | 30.44 |
| 2014-12-31 | $9.8M | 326k | 30.00 |
| 2014-09-30 | $13M | 453k | 29.39 |
| 2014-06-30 | $15M | 563k | 26.57 |
| 2014-03-31 | $14M | 505k | 27.38 |
| 2013-12-31 | $7.2M | 273k | 26.48 |
| 2013-09-30 | $2.9M | 137k | 21.14 |
| 2010-12-31 | $330k | 19k | 17.13 |
More positions owned by Trillium Asset Management Corporation
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