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Charles Schwab Corporation shares owned by Golub Group

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

Historical chart of Golub Group investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Golub Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $65M 1.0M 64.81
2024-06-30 $72M 970k 73.69
2024-03-31 $70M 964k 72.34
2023-12-31 $64M 935k 68.80
2023-09-30 $51M 926k 54.90
2023-06-30 $52M 912k 56.68
2023-03-31 $45M 867k 52.38
2022-12-31 $46M 557k 83.26
2022-09-30 $41M 572k 71.87
2022-06-30 $37M 579k 63.18
2022-03-31 $50M 593k 84.31
2021-12-31 $52M 613k 84.10
2021-09-30 $45M 611k 72.84
2021-06-30 $44M 600k 72.81
2021-03-31 $47M 725k 65.18
2020-12-31 $44M 820k 53.04
2020-09-30 $30M 825k 36.23
2020-06-30 $28M 820k 33.74
2020-03-31 $27M 816k 33.62
2012-12-31 $7.9M 551k 14.36
2012-09-30 $7.1M 552k 12.78
2012-06-30 $7.1M 546k 12.93