Charles Schwab Corporation shares owned by Cohen Klingenstein
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Cohen Klingenstein
from 13F filings
Historical chart of Cohen Klingenstein investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Cohen Klingenstein
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $271k | 3.7k | 74.01 |
| 2024-09-30 | $237k | 3.7k | 64.81 |
| 2024-06-30 | $270k | 3.7k | 73.69 |
| 2024-03-31 | $265k | 3.7k | 72.34 |
| 2023-12-31 | $252k | 3.7k | 68.80 |
| 2023-09-30 | $201k | 3.7k | 54.90 |
| 2023-06-30 | $207k | 3.7k | 56.68 |
| 2022-12-31 | $305k | 3.7k | 83.26 |
| 2022-09-30 | $263k | 3.7k | 71.86 |
| 2022-06-30 | $231k | 3.7k | 63.11 |
| 2022-03-31 | $309k | 3.7k | 84.43 |
| 2021-12-31 | $308k | 3.7k | 84.15 |
| 2021-09-30 | $267k | 3.7k | 72.95 |
| 2021-06-30 | $266k | 3.7k | 72.68 |
| 2021-03-31 | $239k | 3.7k | 65.30 |