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Charles Schwab Corporation shares owned by Douglass Winthrop Advisors

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Douglass Winthrop Advisors from 13F filings

Historical chart of Douglass Winthrop Advisors investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Douglass Winthrop Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Douglass Winthrop Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $266k 4.1k 64.81
2024-06-30 $303k 4.1k 73.69
2024-03-31 $389k 5.4k 72.34
2020-03-31 $212k 6.3k 33.60
2019-12-31 $58M 1.2M 47.56
2019-09-30 $50M 1.2M 41.83
2019-06-30 $40M 998k 40.19
2019-03-31 $223k 5.2k 42.66
2018-12-31 $217k 5.2k 41.52
2018-09-30 $269k 5.5k 49.11
2018-06-30 $274k 5.4k 51.09
2018-03-31 $327k 6.3k 52.19
2017-12-31 $232k 4.5k 51.36
2017-09-30 $285k 6.5k 43.73
2017-06-30 $273k 6.4k 42.90
2017-03-31 $260k 6.4k 40.86
2016-12-31 $251k 6.4k 39.45
2016-09-30 $201k 6.4k 31.59