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
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All positions including Charles Schwab Corporation held by Greatmark Investment Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Charles Schwab Corporation by Greatmark Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $32M | 339k | 95.47 |
| 2025-06-30 | $31M | 344k | 91.24 |
| 2025-03-31 | $27M | 339k | 78.28 |
| 2024-12-31 | $25M | 332k | 74.01 |
| 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 |
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