Charles Schwab Corporation shares owned by Financial Management Professionals
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Financial Management Professionals
from 13F filings
Historical chart of Financial Management Professionals investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Financial Management Professionals consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Financial Management Professionals
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $249k | 3.4k | 72.26 |
| 2023-12-31 | $197k | 2.9k | 68.86 |
| 2023-09-30 | $141k | 2.6k | 54.86 |
| 2023-06-30 | $146k | 2.6k | 56.81 |
| 2023-03-31 | $169k | 3.2k | 52.27 |
| 2022-12-31 | $377k | 4.5k | 83.19 |
| 2022-09-30 | $310k | 4.3k | 71.81 |
| 2022-06-30 | $145k | 2.3k | 63.07 |
| 2022-03-31 | $189k | 2.2k | 84.11 |
| 2021-12-31 | $167k | 2.0k | 84.00 |
| 2021-09-30 | $114k | 1.6k | 72.89 |
| 2021-06-30 | $114k | 1.6k | 72.89 |
| 2021-03-31 | $102k | 1.6k | 65.22 |
| 2020-12-31 | $83k | 1.6k | 53.07 |
| 2020-09-30 | $42k | 1.2k | 35.90 |
| 2020-06-30 | $44k | 1.3k | 33.85 |
| 2020-03-31 | $44k | 1.3k | 33.85 |
| 2019-12-31 | $35k | 728 | 48.08 |
| 2019-09-30 | $24k | 571 | 42.03 |
| 2019-06-30 | $23k | 571 | 40.28 |
| 2019-03-31 | $24k | 571 | 42.03 |
| 2018-12-31 | $24k | 571 | 42.03 |
| 2018-09-30 | $22k | 450 | 48.89 |
| 2018-06-30 | $23k | 450 | 51.11 |
| 2018-03-31 | $23k | 450 | 51.11 |
| 2017-12-31 | $23k | 450 | 51.11 |
| 2017-09-30 | $19k | 450 | 42.22 |
| 2017-06-30 | $19k | 450 | 42.22 |
| 2017-03-31 | $18k | 450 | 40.00 |
| 2016-12-31 | $17k | 450 | 37.78 |
| 2016-09-30 | $14k | 450 | 31.11 |
| 2016-06-30 | $11k | 450 | 24.44 |
| 2016-03-31 | $13k | 450 | 28.89 |
| 2015-12-31 | $14k | 450 | 31.11 |
| 2015-09-30 | $10k | 360 | 27.78 |
More positions owned by Financial Management Professionals
View all positions for Financial Management Professionals