Charles Schwab Corporation shares owned by United Asset Strategies
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by United Asset Strategies
from 13F filings
Historical chart of United Asset Strategies investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by United Asset Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $13M | 179k | 72.34 |
| 2023-12-31 | $13M | 188k | 68.80 |
| 2023-09-30 | $10M | 187k | 54.90 |
| 2023-06-30 | $11M | 190k | 56.68 |
| 2023-03-31 | $4.6M | 88k | 52.38 |
| 2022-12-31 | $7.2M | 86k | 83.26 |
| 2022-09-30 | $6.3M | 88k | 71.87 |
| 2022-06-30 | $5.6M | 88k | 63.18 |
| 2022-03-31 | $7.4M | 88k | 84.31 |
| 2021-12-31 | $8.2M | 97k | 84.10 |
| 2021-09-30 | $7.1M | 97k | 72.84 |
| 2021-06-30 | $6.9M | 94k | 72.81 |
| 2021-03-31 | $8.8M | 135k | 65.18 |
| 2020-12-31 | $7.7M | 145k | 53.04 |
| 2020-09-30 | $4.7M | 131k | 36.23 |
| 2020-06-30 | $4.3M | 126k | 33.74 |
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