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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

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All positions including Charles Schwab Corporation held by Gemmer Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Gemmer Asset Management

Quarter filed Position value Share count Share price at filing
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