Charles Schwab Corporation shares owned by Anchor Investment Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Anchor Investment Management
from 13F filings
Historical chart of Anchor Investment Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Anchor Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.2M | 30k | 72.34 |
| 2023-12-31 | $1.5M | 22k | 68.80 |
| 2023-09-30 | $1.1M | 20k | 54.90 |
| 2023-06-30 | $1.1M | 20k | 56.68 |
| 2023-03-31 | $1.2M | 23k | 52.38 |
| 2022-12-31 | $1.4M | 16k | 83.26 |
| 2022-09-30 | $827k | 12k | 71.87 |
| 2022-06-30 | $590k | 9.3k | 63.18 |
| 2022-03-31 | $664k | 7.9k | 84.31 |
| 2021-12-31 | $466k | 5.5k | 84.10 |
| 2021-09-30 | $303k | 4.2k | 72.84 |
| 2021-06-30 | $167k | 2.3k | 72.81 |
| 2021-03-31 | $149k | 2.3k | 65.18 |
| 2020-12-31 | $122k | 2.3k | 53.04 |
| 2020-09-30 | $107k | 2.9k | 36.23 |
| 2020-06-30 | $93k | 2.8k | 33.74 |
| 2020-03-31 | $93k | 2.8k | 33.62 |
| 2019-12-31 | $131k | 2.8k | 47.56 |
| 2019-09-30 | $115k | 2.8k | 41.83 |
| 2019-06-30 | $111k | 2.8k | 40.19 |
| 2019-03-31 | $118k | 2.8k | 42.76 |
| 2018-12-31 | $114k | 2.8k | 41.53 |
| 2018-09-30 | $135k | 2.8k | 49.15 |
| 2018-06-30 | $130k | 2.6k | 51.10 |
| 2018-03-31 | $123k | 2.4k | 52.22 |
| 2017-12-31 | $116k | 2.3k | 51.37 |
| 2017-09-30 | $94k | 2.2k | 43.74 |
| 2017-06-30 | $80k | 1.9k | 42.96 |
| 2017-03-31 | $76k | 1.9k | 40.81 |
| 2016-12-31 | $101k | 2.6k | 39.47 |
| 2016-09-30 | $81k | 2.6k | 31.57 |
| 2016-06-30 | $65k | 2.6k | 25.31 |
| 2016-03-31 | $72k | 2.6k | 28.02 |
More positions owned by Anchor Investment Management
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