Charles Schwab Corporation shares owned by Geller Family Office Services
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Geller Family Office Services
from 13F filings
Historical chart of Geller Family Office Services investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Geller Family Office Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $461k | 7.1k | 64.81 |
| 2024-06-30 | $542k | 7.4k | 73.69 |
| 2024-03-31 | $491k | 6.8k | 72.34 |
| 2023-12-31 | $474k | 6.9k | 68.80 |
| 2023-09-30 | $291k | 5.3k | 54.90 |
| 2022-09-30 | $327k | 4.6k | 71.87 |
| 2022-06-30 | $270k | 4.3k | 63.14 |
| 2022-03-31 | $365k | 4.3k | 84.37 |
| 2021-12-31 | $362k | 4.3k | 84.07 |
| 2021-09-30 | $315k | 4.3k | 72.95 |
| 2021-06-30 | $295k | 4.0k | 72.88 |
| 2021-03-31 | $263k | 4.0k | 65.28 |
| 2020-12-31 | $207k | 2.1k | 97.18 |
More positions owned by Geller Family Office Services
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