Charles Schwab Corporation shares owned by Private Ocean
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Private Ocean
from 13F filings
Historical chart of Private Ocean investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Private Ocean
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $502k | 6.9k | 72.34 |
| 2023-12-31 | $629k | 9.1k | 68.80 |
| 2023-09-30 | $370k | 6.7k | 54.90 |
| 2023-06-30 | $392k | 6.9k | 56.68 |
| 2023-03-31 | $489k | 9.3k | 52.38 |
| 2022-12-31 | $1.2M | 14k | 83.26 |
| 2022-09-30 | $883k | 12k | 71.84 |
| 2022-06-30 | $639k | 10k | 63.09 |
| 2022-03-31 | $1.0M | 12k | 84.30 |
| 2021-12-31 | $981k | 12k | 84.08 |
| 2021-09-30 | $710k | 9.7k | 72.83 |
| 2021-06-30 | $580k | 8.0k | 72.77 |
| 2021-03-31 | $643k | 9.9k | 65.18 |
| 2020-12-31 | $682k | 13k | 53.03 |
| 2020-09-30 | $371k | 10k | 36.20 |
| 2020-06-30 | $580k | 17k | 33.72 |
| 2020-03-31 | $627k | 19k | 33.62 |
| 2019-12-31 | $1.0M | 22k | 47.60 |
| 2019-09-30 | $706k | 17k | 41.85 |
| 2019-06-30 | $412k | 10k | 40.13 |
| 2019-03-31 | $434k | 10k | 42.78 |
| 2018-12-31 | $407k | 9.8k | 41.52 |
| 2018-09-30 | $372k | 7.6k | 49.16 |
| 2018-06-30 | $475k | 9.3k | 51.05 |
| 2018-03-31 | $499k | 9.6k | 52.21 |
| 2017-12-31 | $1.2M | 23k | 51.38 |
| 2017-09-30 | $1.1M | 26k | 43.72 |
| 2017-06-30 | $1.2M | 27k | 42.96 |
| 2017-03-31 | $1.1M | 28k | 40.80 |
| 2016-12-31 | $1.1M | 29k | 39.46 |
| 2016-09-30 | $771k | 24k | 31.56 |
| 2016-06-30 | $699k | 28k | 25.31 |
| 2016-03-31 | $773k | 28k | 28.03 |
| 2015-12-31 | $925k | 28k | 32.93 |
| 2015-09-30 | $681k | 27k | 25.66 |
| 2015-06-30 | $866k | 27k | 32.63 |
| 2015-03-31 | $862k | 28k | 30.44 |
| 2014-12-31 | $957k | 32k | 30.19 |
| 2014-09-30 | $712k | 24k | 29.37 |
| 2014-06-30 | $652k | 24k | 26.93 |
| 2014-03-31 | $740k | 27k | 27.34 |
| 2013-12-31 | $728k | 28k | 26.01 |