Charles Schwab Corporation shares owned by Wellington Management Company
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Wellington Management Company
from 13F filings
Historical chart of Wellington Management Company investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Wellington Management Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $803M | 12M | 68.80 |
| 2023-09-30 | $565M | 10M | 54.90 |
| 2023-06-30 | $1.0B | 18M | 56.68 |
| 2023-03-31 | $1.6B | 31M | 52.38 |
| 2022-12-31 | $6.6B | 80M | 83.26 |
| 2022-03-31 | $6.5B | 78M | 84.31 |
| 2021-12-31 | $6.9B | 82M | 84.10 |
| 2021-09-30 | $5.9B | 81M | 72.84 |
| 2021-06-30 | $5.8B | 80M | 72.81 |
| 2021-03-31 | $5.2B | 80M | 65.18 |
| 2020-12-31 | $4.0B | 75M | 53.04 |
| 2020-09-30 | $2.1B | 58M | 36.23 |
| 2020-06-30 | $1.6B | 47M | 33.74 |
| 2020-03-31 | $1.2B | 34M | 33.62 |
| 2019-12-31 | $499M | 11M | 47.56 |
| 2019-09-30 | $353M | 8.4M | 41.83 |
| 2019-06-30 | $233M | 5.8M | 40.19 |
| 2019-03-31 | $161M | 3.8M | 42.76 |
| 2018-12-31 | $470k | 11k | 41.48 |
| 2018-09-30 | $1.4M | 29k | 49.17 |
| 2018-06-30 | $12M | 229k | 51.10 |
| 2018-03-31 | $19M | 360k | 52.22 |
| 2017-12-31 | $21M | 411k | 51.37 |
| 2017-09-30 | $3.1M | 70k | 43.75 |
| 2017-06-30 | $8.1M | 189k | 42.96 |
| 2016-12-31 | $2.3M | 58k | 39.47 |
| 2016-09-30 | $1.4M | 44k | 31.57 |
| 2016-06-30 | $744k | 29k | 25.32 |
| 2014-06-30 | $261k | 9.7k | 26.98 |
| 2014-03-31 | $262k | 9.6k | 27.27 |
More positions owned by Wellington Management Company
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