Simon Property shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Simon Property
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Quarterly reported holdings in Simon Property by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $549M | 3.6M | 151.80 |
| 2024-03-31 | $565M | 3.6M | 156.49 |
| 2023-12-31 | $505M | 3.5M | 142.64 |
| 2023-09-30 | $374M | 3.5M | 108.03 |
| 2023-06-30 | $395M | 3.4M | 115.48 |
| 2023-03-31 | $382M | 3.4M | 111.97 |
| 2022-12-31 | $394M | 3.4M | 117.48 |
| 2022-09-30 | $291M | 3.2M | 89.75 |
| 2022-06-30 | $303M | 3.2M | 94.92 |
| 2022-03-31 | $427M | 3.2M | 131.56 |
| 2021-12-31 | $504M | 3.2M | 159.77 |
| 2021-09-30 | $404M | 3.1M | 129.97 |
| 2021-06-30 | $398M | 3.1M | 130.48 |
| 2021-03-31 | $345M | 3.0M | 113.71 |
| 2020-12-31 | $249M | 2.9M | 85.28 |
| 2020-09-30 | $175M | 2.7M | 64.68 |
| 2020-06-30 | $189M | 2.8M | 68.38 |
| 2020-03-31 | $228M | 4.2M | 54.86 |
| 2019-12-31 | $596M | 4.0M | 148.96 |
| 2019-09-30 | $611M | 3.9M | 155.65 |
| 2019-06-30 | $624M | 3.9M | 159.76 |
| 2019-03-31 | $705M | 3.9M | 182.21 |
| 2018-12-31 | $608M | 3.6M | 167.99 |
| 2018-09-30 | $619M | 3.5M | 176.75 |
| 2018-06-30 | $562M | 3.3M | 170.19 |
| 2018-03-31 | $494M | 3.2M | 154.35 |
| 2017-12-31 | $515M | 3.0M | 171.74 |
| 2017-09-30 | $457M | 2.8M | 161.01 |
| 2017-06-30 | $432M | 2.7M | 161.76 |
| 2017-03-31 | $431M | 2.5M | 172.03 |
| 2016-12-31 | $421M | 2.4M | 177.67 |
| 2016-09-30 | $478M | 2.3M | 207.01 |
| 2016-06-30 | $521M | 2.4M | 216.90 |
| 2016-03-31 | $463M | 2.2M | 207.69 |
| 2015-12-31 | $423M | 2.2M | 194.44 |
| 2015-09-30 | $370M | 2.0M | 183.72 |
| 2015-06-30 | $336M | 1.9M | 173.02 |
| 2015-03-31 | $348M | 1.8M | 195.64 |
| 2014-12-31 | $293M | 1.6M | 182.11 |
| 2014-09-30 | $234M | 1.4M | 164.42 |
| 2014-06-30 | $237M | 1.4M | 166.28 |
| 2014-03-31 | $212M | 1.3M | 164.00 |
| 2013-12-31 | $168M | 1.1M | 152.16 |
| 2013-09-30 | $160M | 1.1M | 149.54 |
| 2013-06-30 | $162M | 1.0M | 157.65 |
| 2013-03-31 | $225M | 1.4M | 159.31 |
| 2012-12-31 | $207M | 1.3M | 158.11 |
| 2012-09-30 | $195M | 1.3M | 151.20 |
| 2012-06-30 | $148M | 934k | 158.08 |
| 2012-03-31 | $123M | 834k | 146.94 |
| 2011-12-31 | $94M | 731k | 128.94 |
| 2011-09-30 | $73M | 686k | 106.50 |
| 2011-06-30 | $79M | 664k | 118.57 |
| 2011-03-31 | $66M | 618k | 107.09 |
| 2010-12-31 | $55M | 548k | 99.49 |
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