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Charles Schwab Corporation shares owned by Veritable

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Veritable from 13F filings

Historical chart of Veritable investment in Charles Schwab Corporation

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Quarterly reported holdings in Charles Schwab Corporation by Veritable

Quarter filed Position value Share count Share price at filing
2023-06-30 $2.7M 48k 56.68
2023-03-31 $2.9M 55k 52.38
2022-12-31 $3.7M 44k 83.26
2022-09-30 $3.1M 43k 71.88
2022-06-30 $3.6M 56k 63.18
2022-03-31 $4.6M 54k 84.31
2021-12-31 $4.5M 54k 84.10
2021-09-30 $3.7M 51k 72.85
2021-06-30 $3.3M 46k 72.81
2021-03-31 $3.0M 45k 65.17
2020-12-31 $2.4M 45k 53.05
2020-09-30 $1.7M 46k 36.22
2020-06-30 $1.6M 48k 33.74
2020-03-31 $2.8M 83k 33.62
2019-12-31 $4.2M 88k 47.56
2019-09-30 $3.6M 86k 41.83
2019-06-30 $3.5M 87k 40.19
2019-03-31 $3.9M 91k 42.76
2018-12-31 $3.8M 92k 41.53
2018-09-30 $4.4M 89k 49.15
2018-06-30 $4.5M 88k 51.10
2018-03-31 $4.4M 85k 52.22
2017-12-31 $4.2M 81k 51.36
2017-09-30 $3.1M 71k 43.74
2017-06-30 $3.1M 72k 42.96
2017-03-31 $2.8M 68k 40.82
2016-12-31 $2.7M 68k 39.46
2016-09-30 $2.2M 68k 31.58
2016-06-30 $1.7M 69k 25.30
2016-03-31 $1.9M 69k 28.01
2015-12-31 $2.1M 65k 32.94
2015-09-30 $1.7M 61k 28.56
2015-06-30 $2.0M 60k 32.65
2015-03-31 $2.5M 83k 30.44
2014-12-31 $2.5M 83k 30.19
2014-09-30 $2.4M 83k 29.39
2014-06-30 $2.2M 82k 26.93
2014-03-31 $2.2M 82k 27.33
2013-12-31 $2.0M 77k 26.00
2013-09-30 $1.3M 62k 21.13
2013-06-30 $997k 47k 21.22
2013-03-31 $794k 45k 17.69
2012-12-31 $507k 35k 14.36
2012-09-30 $449k 35k 12.77
2012-06-30 $503k 39k 12.92
2012-03-31 $669k 47k 14.38
2011-12-31 $908k 81k 11.26
2011-09-30 $944k 84k 11.27
2011-06-30 $1.6M 100k 16.45
2011-03-31 $2.1M 115k 18.03
2010-12-31 $1.1M 62k 17.11

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