Charles Schwab Corporation shares owned by Greenleaf Trust
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Greenleaf Trust
from 13F filings
Historical chart of Greenleaf Trust investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Greenleaf Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9M | 52k | 95.47 |
| 2025-06-30 | $4.9M | 53k | 91.24 |
| 2025-03-31 | $4.5M | 58k | 78.28 |
| 2024-12-31 | $4.0M | 54k | 74.01 |
| 2024-09-30 | $3.6M | 56k | 64.81 |
| 2024-06-30 | $2.5M | 34k | 73.69 |
| 2024-03-31 | $2.4M | 33k | 72.34 |
| 2023-12-31 | $2.1M | 31k | 68.80 |
| 2023-09-30 | $1.8M | 33k | 54.90 |
| 2023-06-30 | $1.6M | 28k | 56.68 |
| 2023-03-31 | $1.5M | 28k | 52.38 |
| 2022-12-31 | $2.4M | 29k | 83.25 |
| 2022-09-30 | $1.9M | 26k | 71.87 |
| 2022-06-30 | $1.5M | 24k | 63.18 |
| 2022-03-31 | $1.8M | 21k | 84.32 |
| 2021-12-31 | $1.7M | 21k | 84.10 |
| 2021-09-30 | $1.5M | 20k | 72.85 |
| 2021-06-30 | $1.4M | 19k | 72.82 |
| 2021-03-31 | $1.2M | 18k | 65.15 |
| 2020-12-31 | $782k | 15k | 53.06 |
| 2020-09-30 | $278k | 7.7k | 36.21 |
| 2020-06-30 | $297k | 8.8k | 33.78 |
| 2020-03-31 | $209k | 6.2k | 33.60 |
| 2019-12-31 | $396k | 8.3k | 47.50 |
| 2019-09-30 | $365k | 8.7k | 41.87 |
| 2019-06-30 | $477k | 12k | 40.15 |
| 2019-03-31 | $480k | 11k | 42.74 |
| 2018-12-31 | $448k | 11k | 41.56 |
| 2018-09-30 | $428k | 8.7k | 49.21 |
| 2018-06-30 | $428k | 8.4k | 51.15 |
| 2018-03-31 | $301k | 5.8k | 52.19 |
| 2017-12-31 | $255k | 5.0k | 51.46 |
| 2017-09-30 | $45k | 1.0k | 44.07 |