Charles Schwab Corporation shares owned by Colonial Asset Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Colonial Asset Management
from 13F filings
Historical chart of Colonial Asset Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Colonial Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Charles Schwab Corporation by Colonial Asset Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $2.8M | 51k | 54.90 |
2023-06-30 | $2.7M | 47k | 56.68 |
2023-03-31 | $2.3M | 45k | 52.38 |
2022-12-31 | $3.4M | 41k | 83.26 |
2022-09-30 | $2.8M | 39k | 71.86 |
2022-06-30 | $2.2M | 35k | 63.18 |
2022-03-31 | $2.5M | 30k | 84.31 |
2021-12-31 | $2.2M | 26k | 84.10 |
2021-09-30 | $1.9M | 26k | 72.85 |
2021-06-30 | $1.8M | 25k | 72.81 |
2021-03-31 | $1.6M | 25k | 65.19 |
2020-12-31 | $1.4M | 27k | 53.02 |
2020-09-30 | $1.2M | 34k | 36.24 |
2020-06-30 | $3.4M | 100k | 33.74 |
2020-03-31 | $3.6M | 107k | 33.62 |
2019-12-31 | $4.8M | 100k | 47.56 |
2019-09-30 | $4.2M | 101k | 41.83 |
2019-06-30 | $1.6M | 41k | 40.19 |