Greatmark Investment Partners »

Charles Schwab Corporation shares owned by Greatmark Investment Partners

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Greatmark Investment Partners from 13F filings

Historical chart of Greatmark Investment Partners investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Greatmark Investment Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Charles Schwab Corporation by Greatmark Investment Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $21M 326k 64.81
2024-06-30 $23M 317k 73.69
2024-03-31 $23M 312k 72.34
2023-12-31 $21M 301k 68.80
2023-09-30 $16M 286k 54.90
2023-06-30 $15M 271k 56.68
2023-03-31 $423k 8.1k 52.38
2022-12-31 $889k 11k 83.26
2022-09-30 $767k 11k 71.84
2022-06-30 $725k 12k 63.17
2022-03-31 $942k 11k 84.28
2021-12-31 $850k 10k 84.14
2021-09-30 $736k 10k 72.86
2021-06-30 $736k 10k 72.86
2021-03-31 $658k 10k 65.14
2020-12-31 $536k 10k 53.06
2020-09-30 $254k 7.0k 36.29
2020-06-30 $236k 7.0k 33.71
2020-03-31 $235k 7.0k 33.57
2019-12-31 $333k 7.0k 47.57
2019-09-30 $293k 7.0k 41.86
2019-06-30 $281k 7.0k 40.14
2019-03-31 $299k 7.0k 42.71
2018-12-31 $291k 7.0k 41.57
2018-09-30 $344k 7.0k 49.14
2018-06-30 $358k 7.0k 51.14
2018-03-31 $366k 7.0k 52.29
2017-12-31 $360k 7.0k 51.43
2017-09-30 $306k 7.0k 43.71
2017-06-30 $301k 7.0k 43.00
2017-03-31 $286k 7.0k 40.86
2016-12-31 $276k 7.0k 39.43
2016-09-30 $221k 7.0k 31.57