Charles Schwab Corporation shares owned by Goelzer Investment Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Goelzer Investment Management
from 13F filings
Historical chart of Goelzer Investment Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Goelzer Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 41k | 95.47 |
| 2025-06-30 | $3.7M | 41k | 91.24 |
| 2025-03-31 | $3.1M | 41k | 74.01 |
| 2024-12-31 | $3.1M | 42k | 74.01 |
| 2024-09-30 | $2.8M | 43k | 64.81 |
| 2024-06-30 | $3.4M | 46k | 73.69 |
| 2024-03-31 | $3.4M | 47k | 72.34 |
| 2023-12-31 | $3.6M | 52k | 68.80 |
| 2023-09-30 | $3.0M | 54k | 54.90 |
| 2023-06-30 | $3.2M | 56k | 56.68 |
| 2023-03-31 | $3.0M | 57k | 52.38 |
| 2022-12-31 | $4.6M | 56k | 83.26 |
| 2022-09-30 | $3.1M | 43k | 71.87 |
| 2022-06-30 | $2.4M | 38k | 63.17 |
| 2013-12-31 | $1.5M | 58k | 26.01 |
| 2013-09-30 | $1.3M | 62k | 21.14 |
| 2013-06-30 | $2.7M | 128k | 21.23 |
| 2013-03-31 | $929k | 65k | 14.36 |
| 2012-12-31 | $929k | 65k | 14.36 |
| 2012-09-30 | $809k | 63k | 12.79 |
| 2012-06-30 | $793k | 61k | 12.93 |
More positions owned by Goelzer Investment Management
View all positions for Goelzer Investment Management