Charles Schwab Corporation shares owned by Greenhaven Associates
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Greenhaven Associates
from 13F filings
Historical chart of Greenhaven Associates investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Greenhaven Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 15k | 95.47 |
| 2025-06-30 | $1.8M | 20k | 91.24 |
| 2025-03-31 | $1.6M | 20k | 78.28 |
| 2024-12-31 | $1.5M | 20k | 74.01 |
| 2024-09-30 | $1.3M | 20k | 64.81 |
| 2024-06-30 | $1.5M | 20k | 73.69 |
| 2024-03-31 | $1.4M | 20k | 72.34 |
| 2023-12-31 | $1.4M | 20k | 68.80 |
| 2023-09-30 | $1.1M | 20k | 54.90 |
| 2023-06-30 | $1.1M | 20k | 56.68 |
| 2023-03-31 | $1.0M | 20k | 52.38 |
| 2022-12-31 | $1.7M | 20k | 83.26 |
| 2022-09-30 | $1.4M | 20k | 71.85 |
| 2022-06-30 | $1.3M | 20k | 63.20 |
| 2022-03-31 | $1.7M | 20k | 84.30 |
| 2021-12-31 | $1.9M | 23k | 84.09 |
| 2021-09-30 | $3.1M | 42k | 72.83 |
| 2021-06-30 | $11M | 144k | 72.81 |
| 2021-03-31 | $82M | 1.3M | 65.18 |
| 2020-12-31 | $93M | 1.7M | 53.04 |
| 2020-09-30 | $121M | 3.3M | 36.23 |
| 2020-06-30 | $124M | 3.7M | 33.74 |