Charles Schwab Corporation shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $12M | 165k | 72.34 |
| 2023-12-31 | $11M | 161k | 68.80 |
| 2023-09-30 | $5.1M | 93k | 54.90 |
| 2023-06-30 | $5.0M | 89k | 56.68 |
| 2023-03-31 | $2.4M | 46k | 52.38 |
| 2022-12-31 | $3.0M | 36k | 83.26 |
| 2022-09-30 | $2.4M | 33k | 71.86 |
| 2022-06-30 | $2.0M | 32k | 63.18 |
| 2022-03-31 | $2.6M | 31k | 84.30 |
| 2021-12-31 | $2.5M | 30k | 84.10 |
| 2021-09-30 | $2.1M | 28k | 72.83 |
| 2021-06-30 | $2.0M | 28k | 72.81 |
| 2021-03-31 | $1.8M | 28k | 65.19 |
| 2020-12-31 | $847k | 16k | 53.04 |
| 2020-09-30 | $410k | 11k | 36.23 |
| 2020-06-30 | $390k | 12k | 33.73 |
| 2020-03-31 | $350k | 9.6k | 36.56 |
| 2019-12-31 | $404k | 8.5k | 47.30 |
| 2019-09-30 | $308k | 7.7k | 39.75 |
| 2019-06-30 | $349k | 8.7k | 40.23 |
| 2019-03-31 | $395k | 8.7k | 45.27 |
| 2018-12-31 | $328k | 6.8k | 47.95 |
| 2018-09-30 | $296k | 6.0k | 49.17 |
| 2018-06-30 | $313k | 6.0k | 52.17 |
| 2018-03-31 | $313k | 6.0k | 52.17 |
| 2017-12-31 | $308k | 6.0k | 51.33 |
| 2017-09-30 | $315k | 7.2k | 43.75 |
| 2017-06-30 | $1.2M | 27k | 42.97 |
| 2017-03-31 | $670k | 16k | 40.79 |
| 2016-12-31 | $699k | 17k | 42.44 |
| 2016-09-30 | $328k | 10k | 31.60 |
| 2016-06-30 | $263k | 10k | 25.34 |
| 2016-03-31 | $305k | 12k | 26.34 |
| 2015-12-31 | $381k | 12k | 32.90 |
| 2015-09-30 | $331k | 12k | 28.58 |
| 2015-06-30 | $378k | 12k | 32.64 |
| 2011-09-30 | $2.4M | 33k | 71.86 |
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