Charles Schwab Corporation shares owned by Sand Hill Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sand Hill Advisors
from 13F filings
Historical chart of Sand Hill Advisors investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Sand Hill Advisors 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 Sand Hill Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $416k | 5.7k | 72.34 |
| 2023-12-31 | $396k | 5.7k | 68.80 |
| 2023-09-30 | $316k | 5.7k | 54.90 |
| 2023-06-30 | $326k | 5.7k | 56.68 |
| 2023-03-31 | $357k | 6.8k | 52.38 |
| 2022-12-31 | $484k | 5.8k | 83.26 |
| 2022-09-30 | $413k | 5.7k | 71.85 |
| 2022-06-30 | $402k | 6.4k | 63.14 |
| 2022-03-31 | $622k | 7.4k | 84.28 |
| 2021-12-31 | $534k | 6.3k | 84.12 |
| 2021-09-30 | $462k | 6.3k | 72.78 |
| 2021-06-30 | $480k | 6.6k | 72.76 |
| 2021-03-31 | $392k | 6.0k | 65.14 |
| 2020-12-31 | $319k | 6.0k | 53.01 |
| 2020-09-30 | $211k | 5.8k | 36.22 |
| 2020-06-30 | $201k | 5.9k | 33.82 |
| 2020-03-31 | $3.2M | 94k | 33.62 |
| 2019-12-31 | $4.2M | 89k | 47.57 |
| 2019-09-30 | $3.7M | 88k | 41.83 |
| 2019-06-30 | $3.6M | 89k | 40.19 |
| 2019-03-31 | $3.8M | 88k | 42.76 |
| 2018-12-31 | $3.7M | 88k | 41.53 |
| 2018-09-30 | $4.3M | 88k | 49.15 |
| 2018-06-30 | $4.5M | 88k | 51.10 |
| 2018-03-31 | $675k | 13k | 52.19 |
| 2017-12-31 | $7.0M | 136k | 51.37 |
| 2017-09-30 | $6.2M | 143k | 43.74 |
| 2017-06-30 | $6.1M | 142k | 42.96 |
| 2017-03-31 | $5.9M | 143k | 40.81 |
| 2016-12-31 | $5.7M | 144k | 39.47 |
| 2016-09-30 | $6.5M | 206k | 31.57 |
| 2016-06-30 | $5.2M | 206k | 25.31 |
| 2016-03-31 | $5.7M | 204k | 28.02 |
| 2015-12-31 | $4.6M | 141k | 32.93 |
| 2015-09-30 | $4.0M | 141k | 28.56 |
| 2015-06-30 | $4.6M | 139k | 32.65 |
| 2015-03-31 | $4.3M | 141k | 30.44 |
| 2014-12-31 | $4.8M | 158k | 30.19 |
| 2014-09-30 | $5.0M | 169k | 29.39 |
| 2014-06-30 | $4.3M | 161k | 26.93 |
| 2014-03-31 | $4.4M | 159k | 27.33 |
| 2013-12-31 | $4.1M | 157k | 26.00 |
| 2013-09-30 | $4.6M | 217k | 21.14 |
| 2013-06-30 | $3.4M | 159k | 21.23 |
| 2013-03-31 | $2.8M | 160k | 17.69 |
| 2012-12-31 | $3.6M | 254k | 14.36 |
| 2012-09-30 | $2.3M | 177k | 12.79 |
| 2012-06-30 | $2.3M | 175k | 12.93 |
| 2012-03-31 | $2.8M | 195k | 14.37 |
| 2011-12-31 | $2.9M | 259k | 11.26 |
| 2011-09-30 | $1.1M | 101k | 11.27 |
| 2011-06-30 | $1.9M | 113k | 16.45 |
| 2011-03-31 | $2.0M | 113k | 18.03 |
| 2010-12-31 | $2.2M | 131k | 17.11 |