Charles Schwab Corporation shares owned by Dowling & Yahnke, LLC"
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Dowling & Yahnke, LLC"
from 13F filings
Historical chart of Dowling & Yahnke, LLC" investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Dowling & Yahnke, LLC" consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Dowling & Yahnke, LLC"
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $4.0M | 55k | 71.86 |
| 2022-06-30 | $3.5M | 55k | 63.18 |
| 2022-03-31 | $4.9M | 58k | 84.32 |
| 2021-12-31 | $4.9M | 58k | 84.11 |
| 2021-09-30 | $3.9M | 53k | 72.83 |
| 2021-06-30 | $3.9M | 53k | 72.81 |
| 2021-03-31 | $3.4M | 53k | 65.17 |
| 2020-12-31 | $2.9M | 55k | 53.04 |
| 2020-09-30 | $2.0M | 54k | 36.23 |
| 2020-06-30 | $1.9M | 55k | 33.74 |
| 2020-03-31 | $1.5M | 44k | 33.62 |
| 2019-12-31 | $2.0M | 41k | 47.57 |
| 2019-09-30 | $1.7M | 40k | 41.82 |
| 2019-06-30 | $1.8M | 45k | 40.19 |
| 2019-03-31 | $1.9M | 43k | 42.76 |
| 2018-12-31 | $1.7M | 37k | 44.79 |
| 2018-09-30 | $1.8M | 37k | 49.14 |
| 2018-06-30 | $1.8M | 36k | 51.11 |
| 2018-03-31 | $1.8M | 35k | 52.22 |
| 2017-12-31 | $1.8M | 34k | 51.38 |
| 2017-09-30 | $1.5M | 34k | 43.73 |
| 2017-06-30 | $1.4M | 33k | 42.95 |
| 2017-03-31 | $1.3M | 33k | 40.81 |
| 2016-12-31 | $1.2M | 31k | 39.49 |
| 2016-09-30 | $962k | 31k | 31.56 |
| 2016-06-30 | $752k | 30k | 25.32 |
| 2016-03-31 | $690k | 25k | 28.00 |
| 2015-12-31 | $700k | 21k | 32.94 |
| 2015-09-30 | $552k | 19k | 28.58 |
| 2015-06-30 | $407k | 13k | 32.66 |
| 2015-03-31 | $311k | 10k | 30.40 |
| 2014-12-31 | $289k | 9.6k | 30.23 |
| 2014-09-30 | $279k | 9.5k | 29.43 |
| 2014-06-30 | $255k | 9.5k | 26.90 |
| 2014-03-31 | $313k | 12k | 27.31 |
| 2013-12-31 | $276k | 11k | 25.98 |
| 2013-09-30 | $238k | 11k | 21.11 |
| 2013-06-30 | $247k | 12k | 21.20 |
| 2013-03-31 | $177k | 10k | 17.69 |
| 2012-12-31 | $158k | 11k | 14.34 |
| 2012-09-30 | $147k | 12k | 12.75 |
| 2012-06-30 | $275k | 21k | 12.95 |
| 2012-03-31 | $320k | 22k | 14.37 |
| 2011-12-31 | $243k | 22k | 11.25 |
| 2011-09-30 | $403k | 36k | 11.27 |
| 2011-06-30 | $813k | 49k | 16.45 |
| 2011-03-31 | $841k | 47k | 18.02 |