Charles Schwab Corporation shares owned by Broadleaf Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Broadleaf Partners
from 13F filings
Historical chart of Broadleaf Partners investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Broadleaf Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $264k | 2.6k | 99.91 |
| 2025-09-30 | $252k | 2.6k | 95.47 |
| 2025-06-30 | $241k | 2.6k | 91.24 |
| 2025-03-31 | $207k | 2.6k | 78.28 |
| 2022-12-31 | $220k | 2.6k | 83.33 |
| 2022-03-31 | $223k | 2.6k | 84.47 |
| 2021-12-31 | $222k | 2.6k | 84.09 |
| 2019-03-31 | $3.0M | 66k | 46.02 |
| 2018-12-31 | $2.8M | 67k | 41.53 |
| 2018-09-30 | $2.6M | 54k | 49.14 |
| 2018-06-30 | $2.8M | 55k | 51.10 |
| 2018-03-31 | $2.2M | 42k | 52.22 |
| 2017-12-31 | $2.2M | 42k | 51.37 |