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Charles Schwab Corporation shares owned by Goelzer Investment Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Goelzer Investment Management from 13F filings

Historical chart of Goelzer Investment Management investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Goelzer Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Goelzer Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.4M 47k 72.34
2023-12-31 $3.6M 52k 68.80
2023-09-30 $3.0M 54k 54.90
2023-06-30 $3.2M 56k 56.68
2023-03-31 $3.0M 57k 52.38
2022-12-31 $4.6M 56k 83.26
2022-09-30 $3.1M 43k 71.87
2022-06-30 $2.4M 38k 63.17
2013-12-31 $1.5M 58k 26.01
2013-09-30 $1.3M 62k 21.14
2013-06-30 $2.7M 128k 21.23
2013-03-31 $1.1M 62k 17.68
2012-12-31 $929k 65k 14.36
2012-09-30 $809k 63k 12.79
2012-06-30 $793k 61k 12.93