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Charles Schwab Corporation shares owned by Cresset Asset Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Cresset Asset Management from 13F filings

Historical chart of Cresset Asset Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Cresset Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Cresset Asset Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $16M 292k 54.90
2023-06-30 $69M 1.2M 56.68
2023-03-31 $654k 13k 52.38
2022-12-31 $729k 12k 60.23
2022-09-30 $1.3M 19k 71.87
2022-06-30 $1.4M 22k 63.10
2022-03-31 $3.0M 35k 84.33
2021-12-31 $3.1M 37k 84.10
2021-09-30 $2.8M 39k 72.85
2021-06-30 $2.0M 27k 72.83
2021-03-31 $1.6M 25k 65.19
2020-12-31 $795k 15k 53.05
2020-09-30 $567k 16k 36.26
2020-06-30 $485k 14k 33.74
2020-03-31 $221k 6.6k 33.61
2019-12-31 $246k 5.2k 47.46
2019-09-30 $288k 6.9k 41.78
2019-06-30 $238k 5.9k 40.24
2019-03-31 $357k 8.3k 42.80
2018-12-31 $281k 6.8k 41.57