Sun Communities shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Sun Communities (SUI) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Sun Communities
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Quarterly reported holdings in Sun Communities by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $140M | 1.0M | 133.65 |
| 2023-09-30 | $120M | 1.0M | 118.34 |
| 2023-06-30 | $131M | 1.0M | 130.46 |
| 2023-03-31 | $140M | 990k | 140.88 |
| 2022-12-31 | $139M | 971k | 143.00 |
| 2022-09-30 | $126M | 932k | 135.33 |
| 2022-06-30 | $146M | 914k | 159.36 |
| 2022-03-31 | $153M | 873k | 175.29 |
| 2021-12-31 | $193M | 917k | 209.97 |
| 2021-09-30 | $166M | 897k | 185.10 |
| 2021-06-30 | $144M | 839k | 171.40 |
| 2021-03-31 | $123M | 818k | 150.04 |
| 2020-12-31 | $116M | 761k | 151.95 |
| 2020-09-30 | $97M | 692k | 140.61 |
| 2020-06-30 | $128M | 942k | 135.68 |
| 2020-03-31 | $170M | 1.4M | 124.85 |
| 2019-12-31 | $193M | 1.3M | 150.10 |
| 2019-09-30 | $183M | 1.2M | 148.45 |
| 2019-06-30 | $152M | 1.2M | 128.19 |
| 2019-03-31 | $134M | 1.1M | 118.52 |
| 2018-12-31 | $110M | 1.1M | 101.71 |
| 2018-09-30 | $100M | 986k | 101.54 |
| 2018-06-30 | $87M | 887k | 97.88 |
| 2018-03-31 | $76M | 826k | 91.37 |
| 2017-12-31 | $72M | 777k | 92.78 |
| 2017-09-30 | $63M | 730k | 85.68 |
| 2017-06-30 | $55M | 622k | 87.69 |
| 2017-03-31 | $43M | 529k | 80.33 |
| 2016-12-31 | $38M | 502k | 76.61 |
| 2016-09-30 | $36M | 459k | 78.48 |
| 2016-06-30 | $32M | 413k | 76.64 |
| 2016-03-31 | $30M | 414k | 71.61 |
| 2015-12-31 | $27M | 393k | 68.53 |
| 2015-09-30 | $23M | 342k | 67.76 |
| 2015-06-30 | $20M | 316k | 61.83 |
| 2015-03-31 | $19M | 289k | 66.72 |
| 2014-12-31 | $15M | 239k | 60.46 |
| 2014-09-30 | $9.8M | 193k | 50.50 |
| 2014-06-30 | $9.6M | 193k | 49.84 |
| 2014-03-31 | $7.7M | 172k | 45.09 |
| 2013-12-31 | $6.0M | 140k | 42.64 |
| 2013-09-30 | $6.0M | 135k | 44.27 |
| 2013-06-30 | $6.4M | 128k | 50.21 |
| 2013-03-31 | $5.9M | 119k | 49.20 |
| 2012-12-31 | $3.6M | 91k | 39.90 |
| 2012-09-30 | $4.1M | 93k | 43.84 |
| 2012-06-30 | $3.7M | 83k | 45.20 |
| 2012-03-31 | $3.6M | 83k | 43.62 |
| 2011-12-31 | $2.4M | 65k | 36.54 |
| 2011-09-30 | $2.4M | 73k | 33.57 |
| 2011-06-30 | $2.5M | 66k | 37.97 |
| 2011-03-31 | $2.2M | 60k | 35.96 |
| 2010-12-31 | $1.8M | 55k | 33.32 |
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