Charles Schwab Corporation shares owned by Crescent Grove Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Crescent Grove Advisors
from 13F filings
Historical chart of Crescent Grove Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Crescent Grove Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $565k | 5.9k | 95.47 |
| 2025-06-30 | $563k | 6.2k | 91.24 |
| 2025-03-31 | $518k | 6.6k | 78.28 |
| 2024-12-31 | $490k | 6.6k | 74.01 |
| 2024-09-30 | $474k | 7.3k | 64.81 |
| 2024-06-30 | $554k | 7.5k | 73.69 |
| 2024-03-31 | $1.4M | 19k | 72.34 |
| 2023-12-31 | $1.3M | 20k | 68.80 |
| 2023-09-30 | $1.1M | 19k | 54.90 |
| 2023-06-30 | $1.2M | 21k | 56.68 |
| 2023-03-31 | $1.1M | 21k | 52.38 |
| 2022-12-31 | $1.7M | 21k | 83.26 |
| 2022-09-30 | $1.4M | 20k | 71.88 |
| 2022-06-30 | $1.3M | 20k | 63.16 |
| 2022-03-31 | $1.7M | 20k | 84.29 |
| 2021-12-31 | $1.7M | 20k | 84.11 |
| 2021-09-30 | $313k | 4.3k | 72.79 |
| 2021-06-30 | $320k | 4.4k | 72.73 |
| 2021-03-31 | $287k | 4.4k | 65.23 |
| 2020-12-31 | $239k | 4.5k | 53.11 |