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Charles Schwab Corporation shares owned by Gillson Capital

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Gillson Capital from 13F filings

Historical chart of Gillson Capital investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Gillson Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Gillson Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.3M 43k 99.91
2023-06-30 $925k 16k 56.67
2022-03-31 $18M 209k 84.31
2021-03-31 $26M 394k 65.18
2020-12-31 $7.6M 143k 53.04
2019-12-31 $10M 216k 47.56
2019-09-30 $24M 561k 41.83
2018-12-31 $12M 291k 41.53
2018-09-30 $4.4M 90k 49.16