Charles Schwab Corporation shares owned by Glassman Wealth Services
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Glassman Wealth Services
from 13F filings
Historical chart of Glassman Wealth Services investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Glassman Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $188k | 2.7k | 68.79 |
| 2023-09-30 | $158k | 2.9k | 54.89 |
| 2023-06-30 | $138k | 2.4k | 56.68 |
| 2023-03-31 | $121k | 2.3k | 52.38 |
| 2022-12-31 | $249k | 3.0k | 83.26 |
| 2022-09-30 | $194k | 2.7k | 71.85 |
| 2022-06-30 | $167k | 2.6k | 63.33 |
| 2022-03-31 | $171k | 2.0k | 84.49 |
| 2021-12-31 | $163k | 1.9k | 84.15 |
| 2021-09-30 | $149k | 2.0k | 72.79 |
| 2021-06-30 | $140k | 1.9k | 72.84 |
| 2021-03-31 | $121k | 1.9k | 64.91 |
| 2020-12-31 | $94k | 1.8k | 53.17 |
| 2020-09-30 | $55k | 1.5k | 35.97 |
| 2020-06-30 | $45k | 1.3k | 33.68 |
| 2020-03-31 | $40k | 1.2k | 33.76 |
| 2019-12-31 | $64k | 1.3k | 47.51 |
| 2019-09-30 | $40k | 958 | 41.75 |
| 2019-06-30 | $44k | 1.1k | 40.07 |
| 2019-03-31 | $31k | 727 | 42.64 |
| 2018-12-31 | $23k | 557 | 41.29 |
| 2018-09-30 | $28k | 570 | 49.12 |
| 2018-06-30 | $29k | 576 | 50.35 |
| 2018-03-31 | $46k | 884 | 52.04 |
| 2017-12-31 | $38k | 731 | 51.98 |
| 2017-09-30 | $32k | 731 | 43.78 |
| 2017-06-30 | $31k | 731 | 42.41 |
| 2017-03-31 | $4.0k | 105 | 38.10 |
| 2016-12-31 | $4.0k | 101 | 39.60 |
| 2016-09-30 | $3.0k | 101 | 29.70 |
| 2016-06-30 | $3.0k | 101 | 29.70 |
| 2016-03-31 | $3.0k | 101 | 29.70 |
| 2015-12-31 | $3.0k | 101 | 29.70 |
| 2015-09-30 | $3.0k | 100 | 30.00 |
| 2015-06-30 | $3.0k | 100 | 30.00 |
| 2015-03-31 | $3.0k | 100 | 30.00 |