Charles Schwab Corporation shares owned by CSat Investment Advisory
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by CSat Investment Advisory
from 13F filings
Historical chart of CSat Investment Advisory investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by CSat Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-03-31 | $3.1M | 48k | 65.18 |
| 2020-12-31 | $4.2M | 79k | 53.04 |
| 2020-09-30 | $3.1M | 85k | 36.23 |
| 2020-06-30 | $2.0M | 60k | 33.74 |
| 2020-03-31 | $2.3M | 68k | 33.61 |
| 2019-12-31 | $3.0M | 63k | 47.55 |
| 2019-09-30 | $1.7M | 40k | 41.82 |
| 2019-06-30 | $1.5M | 38k | 40.20 |
| 2019-03-31 | $1.2M | 29k | 42.76 |
| 2018-12-31 | $1.0M | 25k | 41.52 |
| 2018-09-30 | $851k | 17k | 49.17 |
| 2018-06-30 | $704k | 14k | 51.07 |
| 2016-09-30 | $1.5M | 48k | 31.58 |
| 2016-06-30 | $2.2M | 85k | 25.32 |
| 2016-03-31 | $2.8M | 98k | 28.02 |
| 2015-12-31 | $7.3M | 222k | 32.93 |
| 2014-09-30 | $11M | 382k | 29.39 |
| 2014-06-30 | $9.2M | 341k | 26.93 |
| 2014-03-31 | $7.2M | 264k | 27.33 |