Charles Schwab Corporation shares owned by Chesley, Taft & Associates
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Chesley, Taft & Associates
from 13F filings
Historical chart of Chesley, Taft & Associates investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Chesley, Taft & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 24k | 95.47 |
| 2025-06-30 | $2.2M | 24k | 91.24 |
| 2025-03-31 | $1.8M | 23k | 78.28 |
| 2024-12-31 | $1.7M | 23k | 74.01 |
| 2024-09-30 | $1.5M | 23k | 64.81 |
| 2024-06-30 | $1.7M | 24k | 73.69 |
| 2024-03-31 | $1.7M | 23k | 72.34 |
| 2023-12-31 | $1.7M | 25k | 68.80 |
| 2023-09-30 | $1.3M | 23k | 54.90 |
| 2023-06-30 | $1.3M | 24k | 56.68 |
| 2023-03-31 | $1.3M | 24k | 52.38 |
| 2022-12-31 | $2.0M | 24k | 83.26 |
| 2022-09-30 | $1.7M | 24k | 71.86 |
| 2022-06-30 | $1.5M | 24k | 63.17 |
| 2022-03-31 | $2.0M | 25k | 80.08 |
| 2021-12-31 | $2.3M | 27k | 84.08 |
| 2021-09-30 | $2.0M | 28k | 72.82 |
| 2021-06-30 | $2.1M | 28k | 72.81 |
| 2021-03-31 | $1.9M | 28k | 68.17 |
| 2020-12-31 | $1.9M | 36k | 53.05 |
| 2020-09-30 | $1.4M | 38k | 36.23 |
| 2020-06-30 | $1.3M | 38k | 33.74 |
| 2020-03-31 | $1.3M | 38k | 33.62 |
| 2019-12-31 | $1.8M | 38k | 47.56 |
| 2019-09-30 | $1.6M | 38k | 41.83 |
| 2019-06-30 | $1.6M | 39k | 40.20 |
| 2019-03-31 | $1.7M | 39k | 42.76 |
| 2018-12-31 | $1.6M | 39k | 41.53 |
| 2018-09-30 | $1.8M | 37k | 49.15 |
| 2018-06-30 | $1.9M | 37k | 51.11 |
| 2018-03-31 | $1.9M | 37k | 52.23 |
| 2017-12-31 | $1.9M | 38k | 51.36 |
| 2017-09-30 | $1.6M | 38k | 43.74 |
| 2017-06-30 | $1.6M | 38k | 42.97 |
| 2017-03-31 | $1.5M | 38k | 40.81 |
| 2016-12-31 | $1.5M | 38k | 39.46 |
| 2016-09-30 | $1.2M | 38k | 31.57 |
| 2016-06-30 | $953k | 38k | 25.32 |
| 2016-03-31 | $1.1M | 38k | 28.02 |
More positions owned by Chesley, Taft & Associates
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