Eagle Ridge Investment Management / SCHW
Eagle Ridge Investment Management’s Schwab Charles Corp Position
Does Eagle Ridge Investment Management own Schwab Charles Corp (SCHW)? Yes — 363.3K shares worth $27M (+2.35% of its 13F portfolio) as of Q4 2024, up from 362.0K shares the prior filed quarter.
Position Value
$27M
Q4 2024
Shares
363.3K
% of Portfolio
+2.35%
Quarters Held
25
currently held
Position History SCHW
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2024 | 363.3K | $27M | +2.35% |
| Q3 2024 | 362.0K | $23M | +2.06% |
| Q2 2024 | 356.4K | $26M | +2.43% |
| Q1 2024 | 357.0K | $26M | +2.38% |
| Q4 2023 | 355.6K | $24M | +2.40% |
| Q3 2023 | 358.7K | $20M | +2.15% |
| Q2 2023 | 357.9K | $20M | +2.13% |
| Q1 2023 | 358.5K | $19M | +2.11% |
| Q4 2022 | 358.8K | $30M | +3.48% |
| Q3 2022 | 363.9K | $26M | +3.28% |
| Q2 2022 | 363.7K | $23M | +2.77% |
| Q1 2022 | 365.8K | $31M | +3.29% |
| Q4 2021 | 368.8K | $31M | +3.25% |
| Q3 2021 | 374.8K | $27M | +3.04% |
| Q2 2021 | 370.7K | $27M | +3.13% |
| Q1 2021 | 376.1K | $25M | +2.96% |
| Q4 2020 | 389.9K | $21M | +2.61% |
| Q3 2020 | 392.6K | $14M | +1.99% |
| Q2 2020 | 390.0K | $13M | +1.99% |
| Q1 2020 | 403.5K | $14M | +2.36% |
| Q4 2019 | 409.4K | $19M | +2.61% |
| Q3 2019 | 407.6K | $17M | +2.47% |
| Q2 2019 | 417.2K | $17M | +2.43% |
| Q1 2019 | 425.7K | $18M | +2.68% |
| Q4 2018 | 424.1K | $18M | +2.99% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Eagle Ridge Investment Management’s full portfolio or all institutional holders of SCHW.