Charles Schwab Corporation shares owned by Gradient Investments
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Gradient Investments
from 13F filings
Historical chart of Gradient Investments investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Gradient Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $16M | 225k | 72.34 |
| 2023-12-31 | $35M | 508k | 68.80 |
| 2023-09-30 | $28M | 503k | 54.90 |
| 2023-06-30 | $28M | 501k | 56.68 |
| 2023-03-31 | $16M | 303k | 52.38 |
| 2022-12-31 | $17k | 207 | 83.26 |
| 2022-09-30 | $35k | 483 | 72.46 |
| 2022-06-30 | $30k | 482 | 62.24 |
| 2022-03-31 | $27k | 315 | 85.71 |
| 2021-12-31 | $21k | 250 | 84.00 |
| 2021-09-30 | $18k | 249 | 72.29 |
| 2021-06-30 | $18k | 249 | 72.29 |
| 2021-03-31 | $16k | 249 | 64.26 |
| 2020-12-31 | $9.0k | 248 | 36.29 |
| 2020-09-30 | $9.0k | 248 | 36.29 |
| 2020-06-30 | $8.0k | 247 | 32.39 |
| 2020-03-31 | $9.0k | 266 | 33.83 |
| 2019-12-31 | $12k | 245 | 48.98 |
| 2019-09-30 | $34k | 814 | 41.77 |
| 2019-06-30 | $5.0k | 130 | 38.46 |
| 2019-03-31 | $531k | 12k | 42.74 |
| 2018-12-31 | $693k | 17k | 41.56 |
| 2018-09-30 | $1.1M | 22k | 49.14 |
| 2018-06-30 | $15k | 298 | 50.34 |
| 2018-03-31 | $16k | 305 | 52.46 |
| 2017-12-31 | $14k | 268 | 52.24 |
| 2017-06-30 | $10k | 239 | 41.84 |
| 2017-03-31 | $10k | 238 | 42.02 |
| 2016-12-31 | $9.0k | 238 | 37.82 |
| 2016-09-30 | $354k | 11k | 31.55 |
| 2016-06-30 | $279k | 11k | 25.32 |
| 2016-03-31 | $339k | 12k | 28.05 |
| 2015-12-31 | $386k | 12k | 32.91 |
| 2015-09-30 | $343k | 12k | 28.53 |
| 2015-03-31 | $6.0k | 194 | 30.93 |