Charles Schwab Corporation shares owned by Dodge & Cox
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Dodge & Cox
from 13F filings
Historical chart of Dodge & Cox investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Dodge & Cox consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Dodge & Cox
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.9B | 83M | 95.47 |
| 2025-06-30 | $7.7B | 84M | 91.24 |
| 2025-03-31 | $6.9B | 89M | 78.28 |
| 2024-12-31 | $6.6B | 89M | 74.01 |
| 2024-09-30 | $5.8B | 90M | 64.81 |
| 2024-06-30 | $6.3B | 86M | 73.69 |
| 2024-03-31 | $6.2B | 86M | 72.34 |
| 2023-12-31 | $5.9B | 86M | 68.80 |
| 2023-09-30 | $4.3B | 78M | 54.90 |
| 2023-06-30 | $4.4B | 78M | 56.68 |
| 2023-03-31 | $4.1B | 79M | 52.38 |
| 2022-12-31 | $6.4B | 77M | 83.26 |
| 2022-09-30 | $5.8B | 81M | 71.87 |
| 2022-06-30 | $5.0B | 79M | 63.18 |
| 2022-03-31 | $6.1B | 72M | 84.31 |
| 2021-12-31 | $6.2B | 74M | 84.10 |
| 2021-09-30 | $5.4B | 74M | 72.84 |
| 2021-06-30 | $5.5B | 75M | 72.81 |
| 2021-03-31 | $5.0B | 77M | 65.18 |
| 2020-12-31 | $4.5B | 85M | 53.04 |
| 2020-09-30 | $3.5B | 96M | 36.23 |
| 2020-06-30 | $3.2B | 96M | 33.74 |
| 2020-03-31 | $3.4B | 101M | 33.62 |
| 2019-12-31 | $4.6B | 96M | 47.56 |
| 2019-09-30 | $3.8B | 92M | 41.83 |
| 2019-06-30 | $3.3B | 83M | 40.19 |
| 2019-03-31 | $3.3B | 76M | 42.76 |
| 2018-12-31 | $3.2B | 76M | 41.53 |
| 2018-09-30 | $3.7B | 76M | 49.15 |
| 2018-06-30 | $3.9B | 77M | 51.10 |
| 2018-03-31 | $4.5B | 86M | 52.22 |
| 2017-12-31 | $4.5B | 87M | 51.37 |
| 2017-09-30 | $3.9B | 88M | 43.74 |
| 2017-06-30 | $4.1B | 95M | 42.96 |
| 2017-03-31 | $3.9B | 96M | 40.81 |
| 2016-12-31 | $3.8B | 97M | 39.47 |
| 2016-09-30 | $3.2B | 102M | 31.57 |
| 2016-06-30 | $2.6B | 103M | 25.31 |
| 2016-03-31 | $2.9B | 103M | 28.02 |
| 2015-12-31 | $3.4B | 103M | 32.93 |
| 2015-09-30 | $2.8B | 96M | 28.56 |
| 2015-06-30 | $3.1B | 95M | 32.65 |
| 2015-03-31 | $2.9B | 95M | 30.44 |
| 2014-12-31 | $2.8B | 93M | 30.19 |
| 2014-09-30 | $2.7B | 92M | 29.39 |
| 2014-06-30 | $2.4B | 91M | 26.93 |
| 2014-03-31 | $2.5B | 90M | 27.33 |
| 2013-12-31 | $2.3B | 90M | 26.00 |
| 2013-09-30 | $2.0B | 93M | 21.14 |
| 2013-06-30 | $2.0B | 93M | 21.23 |
| 2012-12-31 | $1.4B | 96M | 14.36 |
| 2011-09-30 | $931M | 83M | 11.27 |
| 2011-03-31 | $870M | 48M | 18.03 |
| 2010-12-31 | $824M | 48M | 17.11 |
| 2010-09-30 | $616M | 44M | 13.90 |
| 2010-06-30 | $483M | 34M | 14.18 |