Charles Schwab Corporation shares owned by Winton Capital
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Winton Capital
from 13F filings
Historical chart of Winton Capital investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Winton Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.5M | 22k | 68.80 |
| 2023-06-30 | $2.4M | 42k | 56.68 |
| 2023-03-31 | $606k | 12k | 52.38 |
| 2022-12-31 | $1.1M | 13k | 83.26 |
| 2022-09-30 | $13M | 181k | 71.87 |
| 2020-09-30 | $956k | 26k | 36.25 |
| 2020-06-30 | $4.4M | 130k | 33.74 |
| 2020-03-31 | $6.3M | 188k | 33.62 |
| 2019-12-31 | $7.4M | 155k | 47.56 |
| 2019-09-30 | $780k | 19k | 41.81 |
| 2018-12-31 | $283k | 6.8k | 41.56 |
| 2018-09-30 | $493k | 10k | 49.15 |
| 2018-06-30 | $453k | 8.9k | 51.06 |
| 2018-03-31 | $931k | 18k | 52.19 |
| 2017-12-31 | $361k | 7.0k | 51.34 |
| 2017-09-30 | $280k | 6.4k | 43.80 |
| 2017-06-30 | $368k | 8.6k | 43.01 |
| 2016-03-31 | $5.7M | 203k | 28.02 |
| 2015-12-31 | $17M | 503k | 32.93 |
| 2015-09-30 | $6.8M | 238k | 28.56 |
| 2015-06-30 | $5.5M | 169k | 32.65 |
| 2015-03-31 | $845k | 28k | 30.42 |
| 2014-12-31 | $1.7M | 55k | 30.20 |
| 2014-09-30 | $21M | 726k | 29.39 |
| 2014-06-30 | $19M | 705k | 26.93 |