Charles Schwab Corporation shares owned by Grandfield & Dodd
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Grandfield & Dodd
from 13F filings
Historical chart of Grandfield & Dodd investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Grandfield & Dodd
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $237k | 2.5k | 95.47 |
| 2025-06-30 | $226k | 2.5k | 91.24 |
| 2024-06-30 | $265k | 3.6k | 73.69 |
| 2024-03-31 | $260k | 3.6k | 72.34 |
| 2023-12-31 | $248k | 3.6k | 68.80 |
| 2023-06-30 | $220k | 3.9k | 56.68 |
| 2023-03-31 | $204k | 3.9k | 52.38 |
| 2022-12-31 | $324k | 3.9k | 83.26 |
| 2022-09-30 | $280k | 4.0k | 70.69 |
| 2022-06-30 | $250k | 4.0k | 63.12 |
| 2022-03-31 | $330k | 4.0k | 83.31 |
| 2021-12-31 | $330k | 4.0k | 83.31 |
| 2021-09-30 | $280k | 3.9k | 72.07 |
| 2021-06-30 | $280k | 3.9k | 72.07 |
| 2021-03-31 | $250k | 3.9k | 64.35 |
| 2020-12-31 | $210k | 3.9k | 54.05 |
| 2020-09-30 | $320k | 8.9k | 36.14 |
| 2020-06-30 | $440k | 13k | 33.58 |
| 2020-03-31 | $553k | 17k | 33.59 |
| 2019-12-31 | $765k | 16k | 47.54 |
| 2019-09-30 | $673k | 16k | 41.82 |
| 2019-06-30 | $647k | 16k | 40.21 |
| 2019-03-31 | $688k | 16k | 42.75 |
| 2018-12-31 | $668k | 16k | 41.51 |
| 2018-09-30 | $791k | 16k | 49.15 |
| 2018-06-30 | $873k | 17k | 51.08 |
| 2018-03-31 | $947k | 18k | 52.20 |
| 2017-12-31 | $978k | 19k | 51.37 |
| 2017-09-30 | $833k | 19k | 43.75 |
| 2017-06-30 | $844k | 20k | 42.97 |
| 2017-03-31 | $654k | 16k | 40.80 |
| 2016-12-31 | $633k | 16k | 39.49 |
| 2016-09-30 | $506k | 16k | 31.56 |