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Charles Schwab Corporation shares owned by Klingenstein Fields & Co

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Klingenstein Fields & Co from 13F filings

Historical chart of Klingenstein Fields & Co investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Klingenstein Fields & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Klingenstein Fields & Co

Quarter filed Position value Share count Share price at filing
2024-03-31 $281k 3.9k 72.34
2023-12-31 $269k 3.9k 68.80
2023-09-30 $201k 3.7k 54.90
2023-06-30 $210k 3.7k 56.68
2022-12-31 $301k 3.6k 83.26
2022-09-30 $260k 3.6k 71.92
2022-06-30 $228k 3.6k 63.07
2022-03-31 $305k 3.6k 84.37
2021-12-31 $304k 3.6k 84.09
2021-09-30 $263k 3.6k 72.75
2021-06-30 $263k 3.6k 72.75
2021-03-31 $236k 3.6k 65.28