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Charles Schwab Corporation shares owned by Greatmark Investment Partners

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

Historical chart of Greatmark Investment Partners investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Greatmark Investment Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $21M 301k 68.80
2023-09-30 $16M 286k 54.90
2023-06-30 $15M 271k 56.68
2023-03-31 $423k 8.1k 52.38
2022-12-31 $889k 11k 83.26
2022-09-30 $767k 11k 71.84
2022-06-30 $725k 12k 63.17
2022-03-31 $942k 11k 84.28
2021-12-31 $850k 10k 84.14
2021-09-30 $736k 10k 72.86
2021-06-30 $736k 10k 72.86
2021-03-31 $658k 10k 65.14
2020-12-31 $536k 10k 53.06
2020-09-30 $254k 7.0k 36.29
2020-06-30 $236k 7.0k 33.71
2020-03-31 $235k 7.0k 33.57
2019-12-31 $333k 7.0k 47.57
2019-09-30 $293k 7.0k 41.86
2019-06-30 $281k 7.0k 40.14
2019-03-31 $299k 7.0k 42.71
2018-12-31 $291k 7.0k 41.57
2018-09-30 $344k 7.0k 49.14
2018-06-30 $358k 7.0k 51.14
2018-03-31 $366k 7.0k 52.29
2017-12-31 $360k 7.0k 51.43
2017-09-30 $306k 7.0k 43.71
2017-06-30 $301k 7.0k 43.00
2017-03-31 $286k 7.0k 40.86
2016-12-31 $276k 7.0k 39.43
2016-09-30 $221k 7.0k 31.57