Charles Schwab Corporation shares owned by Janney Montgomery Scott
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Janney Montgomery Scott
from 13F filings
Historical chart of Janney Montgomery Scott investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Janney Montgomery Scott consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $46M | 630k | 72.34 |
2023-12-31 | $40M | 585k | 68.80 |
2023-09-30 | $33M | 597k | 54.90 |
2023-06-30 | $37M | 647k | 56.68 |
2023-03-31 | $31M | 596k | 52.38 |
2022-12-31 | $34M | 411k | 83.26 |
2022-09-30 | $30M | 423k | 71.87 |
2022-06-30 | $25M | 391k | 63.18 |
2022-03-31 | $32M | 384k | 84.31 |
2021-12-31 | $34M | 404k | 84.10 |
2021-09-30 | $29M | 402k | 72.84 |
2021-06-30 | $29M | 400k | 72.81 |
2021-03-31 | $27M | 411k | 65.18 |
2020-12-31 | $24M | 446k | 53.04 |
2020-09-30 | $16M | 446k | 36.23 |
2020-06-30 | $15M | 446k | 33.74 |
2020-03-31 | $13M | 379k | 33.62 |
2019-12-31 | $18M | 384k | 47.56 |
2019-09-30 | $15M | 367k | 41.83 |
2019-06-30 | $1.8M | 46k | 40.18 |
2019-03-31 | $2.3M | 56k | 41.53 |
2018-12-31 | $2.3M | 56k | 41.53 |
2018-09-30 | $3.0M | 61k | 49.15 |
2018-06-30 | $3.1M | 61k | 51.11 |
2018-03-31 | $3.0M | 58k | 52.22 |
2017-12-31 | $3.1M | 60k | 51.36 |
2017-09-30 | $3.0M | 69k | 43.74 |
2017-06-30 | $2.0M | 46k | 42.95 |
2017-03-31 | $769k | 19k | 40.79 |
2016-12-31 | $764k | 19k | 39.46 |
2016-09-30 | $477k | 15k | 31.57 |
2016-06-30 | $623k | 19k | 32.97 |
2016-03-31 | $258k | 9.2k | 27.99 |
2015-12-31 | $266k | 8.1k | 32.97 |
2015-09-30 | $202k | 7.1k | 28.57 |
2014-12-31 | $212k | 7.0k | 30.19 |
2012-09-30 | $881k | 69k | 12.77 |
2012-06-30 | $773k | 60k | 12.92 |
2012-03-31 | $1.0M | 70k | 14.36 |
2011-12-31 | $792k | 70k | 11.25 |
2011-09-30 | $542k | 48k | 11.26 |
2011-06-30 | $385k | 23k | 16.44 |
2011-03-31 | $475k | 26k | 18.01 |
2010-12-31 | $477k | 28k | 17.11 |