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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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All positions including Charles Schwab Corporation held by Grandfield & Dodd consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Grandfield & Dodd

Quarter filed Position value Share count Share price at filing
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