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Charles Schwab Corporation shares owned by Greenhaven Associates

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Greenhaven Associates from 13F filings

Historical chart of Greenhaven Associates investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Greenhaven Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Greenhaven Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 20k 72.34
2023-12-31 $1.4M 20k 68.80
2023-09-30 $1.1M 20k 54.90
2023-06-30 $1.1M 20k 56.68
2023-03-31 $1.0M 20k 52.38
2022-12-31 $1.7M 20k 83.26
2022-09-30 $1.4M 20k 71.85
2022-06-30 $1.3M 20k 63.20
2022-03-31 $1.7M 20k 84.30
2021-12-31 $1.9M 23k 84.09
2021-09-30 $3.1M 42k 72.83
2021-06-30 $11M 144k 72.81
2021-03-31 $82M 1.3M 65.18
2020-12-31 $93M 1.7M 53.04
2020-09-30 $121M 3.3M 36.23
2020-06-30 $124M 3.7M 33.74