Charles Schwab Corporation shares owned by Goodman Financial
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Goodman Financial
from 13F filings
Historical chart of Goodman Financial investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Goodman Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 194k | 95.47 |
| 2025-06-30 | $19M | 202k | 91.24 |
| 2025-03-31 | $16M | 205k | 78.28 |
| 2024-12-31 | $15M | 208k | 74.01 |
| 2024-09-30 | $14M | 209k | 64.81 |
| 2024-06-30 | $15M | 205k | 73.69 |
| 2024-03-31 | $15M | 201k | 72.34 |
| 2023-12-31 | $13M | 192k | 68.80 |
| 2023-09-30 | $10M | 190k | 54.90 |
| 2023-06-30 | $11M | 186k | 56.68 |
| 2023-03-31 | $9.5M | 182k | 52.38 |