Prime Capital Investment Advisors »

Charles Schwab Corporation shares owned by Prime Capital Investment Advisors

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Prime Capital Investment Advisors from 13F filings

Historical chart of Prime Capital Investment Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Prime Capital Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Charles Schwab Corporation by Prime Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.7M 97k 68.80
2023-09-30 $5.1M 93k 54.90
2023-06-30 $911k 16k 56.68
2023-03-31 $679k 13k 52.38
2022-12-31 $305k 3.7k 83.27
2022-09-30 $233k 3.2k 71.94
2021-03-31 $8.0k 125 64.00
2020-03-31 $38k 1.1k 34.02
2019-12-31 $107k 2.3k 47.56
2019-09-30 $94k 2.3k 41.78
2019-06-30 $90k 2.3k 40.00
2019-03-31 $68k 1.6k 42.93
2018-12-31 $213k 5.1k 41.57
2018-09-30 $503k 10k 49.15
2018-06-30 $471k 9.2k 51.11
2018-03-31 $4.3M 82k 52.22
2017-12-31 $2.6M 51k 51.36