Charles Schwab Corporation shares owned by Cramer Rosenthal McGlynn
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Cramer Rosenthal McGlynn
from 13F filings
Historical chart of Cramer Rosenthal McGlynn investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Cramer Rosenthal McGlynn
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 108k | 95.47 |
| 2025-06-30 | $8.8M | 97k | 91.24 |
| 2025-03-31 | $3.2M | 40k | 78.28 |
| 2024-12-31 | $3.0M | 41k | 74.01 |
| 2024-09-30 | $3.2M | 49k | 64.81 |
| 2024-06-30 | $2.3M | 31k | 73.69 |
| 2024-03-31 | $3.2M | 45k | 72.34 |
| 2023-12-31 | $3.1M | 45k | 68.80 |
| 2023-09-30 | $3.0M | 55k | 54.90 |
| 2023-06-30 | $2.6M | 46k | 56.68 |
| 2023-03-31 | $2.5M | 48k | 52.38 |
| 2022-12-31 | $13M | 161k | 83.26 |
| 2022-09-30 | $9.3M | 129k | 71.87 |
| 2020-06-30 | $7.0M | 208k | 33.74 |
| 2020-03-31 | $11M | 334k | 33.62 |
| 2017-12-31 | $41M | 791k | 51.37 |
| 2017-09-30 | $10M | 232k | 43.74 |
| 2017-06-30 | $7.5M | 174k | 42.96 |
| 2017-03-31 | $32M | 783k | 40.81 |
| 2015-12-31 | $22k | 670 | 32.84 |
| 2015-09-30 | $19k | 670 | 28.36 |
| 2015-06-30 | $34M | 1.1M | 32.65 |
| 2015-03-31 | $57M | 1.9M | 30.44 |
| 2014-12-31 | $53M | 1.8M | 30.19 |