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

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Quarterly reported holdings in Charles Schwab Corporation by Goodman Financial

Quarter filed Position value Share count Share price at filing
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

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View all positions for Goodman Financial

Top funds holding Charles Schwab Corporation

Vanguard Group
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Harris Associates L.P
Alliancebernstein
Fisher Investments
Flossbach Von Storch
Bank of America Corporation
Norges Bank Investment Management
Citadel Advisors
Wellington Management Company
Bank of New York Mellon
Legal & General Group

View all funds holding Charles Schwab Corporation