Charles Schwab Corporation shares owned by Gemmer Asset Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Gemmer Asset Management
from 13F filings
Historical chart of Gemmer Asset Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Gemmer Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Gemmer Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $686k | 7.2k | 95.47 |
| 2025-06-30 | $909k | 10k | 91.24 |
| 2025-03-31 | $830k | 11k | 78.28 |
| 2024-12-31 | $782k | 11k | 74.01 |
| 2024-09-30 | $680k | 11k | 64.81 |
| 2024-06-30 | $779k | 11k | 73.69 |
| 2024-03-31 | $977k | 14k | 72.34 |
| 2023-12-31 | $871k | 13k | 68.80 |
| 2023-09-30 | $698k | 13k | 54.90 |
| 2023-06-30 | $720k | 13k | 56.68 |
| 2023-03-31 | $664k | 13k | 52.38 |
| 2022-12-31 | $1.0M | 13k | 83.26 |
| 2022-09-30 | $904k | 13k | 71.85 |
| 2022-06-30 | $795k | 13k | 63.19 |
| 2022-03-31 | $1.1M | 13k | 84.27 |
| 2021-12-31 | $1.4M | 17k | 84.08 |
| 2021-09-30 | $1.3M | 18k | 72.83 |
| 2021-06-30 | $1.3M | 18k | 72.83 |
| 2021-03-31 | $1.3M | 21k | 65.16 |
| 2020-12-31 | $1.6M | 29k | 53.04 |
| 2020-09-30 | $1.1M | 31k | 36.24 |
| 2020-06-30 | $1.1M | 31k | 33.75 |
| 2020-03-31 | $1.1M | 31k | 33.63 |
| 2019-12-31 | $1.5M | 31k | 47.55 |
| 2019-09-30 | $1.3M | 32k | 41.84 |
| 2019-06-30 | $1.3M | 32k | 40.20 |
| 2019-03-31 | $1.4M | 34k | 42.75 |
| 2018-12-31 | $1.4M | 34k | 41.52 |
| 2018-09-30 | $1.7M | 34k | 49.16 |
| 2018-06-30 | $1.7M | 34k | 51.11 |
| 2018-03-31 | $1.8M | 34k | 52.22 |
| 2017-12-31 | $1.8M | 34k | 51.36 |
| 2017-09-30 | $1.5M | 35k | 43.75 |
| 2017-06-30 | $1.5M | 35k | 42.95 |
| 2017-03-31 | $1.4M | 35k | 40.81 |
| 2016-12-31 | $1.4M | 35k | 39.47 |
| 2016-09-30 | $1.1M | 35k | 31.56 |
| 2016-06-30 | $1.1M | 43k | 25.32 |
| 2016-03-31 | $1.2M | 43k | 28.01 |
| 2015-12-31 | $1.4M | 43k | 32.93 |
| 2015-09-30 | $1.0M | 36k | 28.56 |
| 2015-06-30 | $1.2M | 37k | 32.64 |
| 2015-03-31 | $1.1M | 37k | 30.43 |
| 2014-12-31 | $1.1M | 37k | 30.19 |
| 2014-09-30 | $1.1M | 37k | 29.40 |
| 2014-06-30 | $984k | 37k | 26.93 |
| 2014-03-31 | $1.0M | 37k | 27.34 |