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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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 |