Charles Schwab Corporation shares owned by Generation Investment Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Generation Investment Management
from 13F filings
Historical chart of Generation Investment Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Generation Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $632M | 8.6M | 73.69 |
| 2024-03-31 | $614M | 8.5M | 72.34 |
| 2023-09-30 | $507M | 9.2M | 54.90 |
| 2023-06-30 | $528M | 9.3M | 56.68 |
| 2023-03-31 | $610M | 12M | 52.38 |
| 2022-12-31 | $1.2B | 15M | 83.26 |
| 2022-09-30 | $1.0B | 15M | 71.87 |
| 2022-06-30 | $800M | 13M | 63.18 |
| 2022-03-31 | $971M | 12M | 84.31 |
| 2021-12-31 | $1.0B | 12M | 84.10 |
| 2021-09-30 | $941M | 13M | 72.84 |
| 2021-06-30 | $1.0B | 14M | 72.81 |
| 2021-03-31 | $1.2B | 18M | 65.18 |
| 2020-12-31 | $1.5B | 28M | 53.04 |
| 2020-09-30 | $1.1B | 30M | 36.23 |
| 2020-06-30 | $895M | 27M | 33.74 |
| 2020-03-31 | $1.1B | 32M | 33.62 |
| 2019-12-31 | $1.4B | 30M | 47.56 |
| 2019-09-30 | $1.1B | 27M | 41.83 |
| 2019-06-30 | $840M | 21M | 40.19 |
| 2019-03-31 | $895M | 21M | 42.76 |
| 2018-12-31 | $585M | 14M | 41.53 |
| 2018-09-30 | $569M | 12M | 49.15 |
| 2018-06-30 | $534M | 10M | 51.10 |
| 2018-03-31 | $531M | 10M | 52.22 |
| 2017-12-31 | $515M | 10M | 51.37 |
| 2017-09-30 | $448M | 10M | 43.74 |
| 2017-06-30 | $312M | 7.3M | 42.96 |
| 2017-03-31 | $178M | 4.4M | 40.81 |
| 2016-12-31 | $173M | 4.4M | 39.47 |
| 2016-09-30 | $139M | 4.4M | 31.57 |
| 2016-06-30 | $112M | 4.4M | 25.31 |
| 2016-03-31 | $124M | 4.4M | 28.02 |
| 2014-06-30 | $104M | 3.9M | 26.93 |
| 2014-03-31 | $107M | 3.9M | 27.33 |
| 2013-12-31 | $188M | 7.2M | 26.00 |
| 2013-09-30 | $131M | 6.2M | 21.14 |
More positions owned by Generation Investment Management
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