Charles Schwab Corporation shares owned by Grimes & Company
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Grimes & Company
from 13F filings
Historical chart of Grimes & Company investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Grimes & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 31k | 95.47 |
| 2025-06-30 | $1.5M | 17k | 91.24 |
| 2025-03-31 | $1.4M | 18k | 78.28 |
| 2024-12-31 | $2.6M | 35k | 74.01 |
| 2024-09-30 | $2.5M | 39k | 64.81 |
| 2024-06-30 | $11M | 143k | 73.69 |
| 2024-03-31 | $26M | 355k | 72.34 |
| 2023-12-31 | $24M | 348k | 68.80 |
| 2023-09-30 | $19M | 343k | 54.90 |
| 2023-06-30 | $19M | 336k | 56.68 |
| 2023-03-31 | $17M | 319k | 52.38 |
| 2022-12-31 | $7.7M | 92k | 83.26 |
| 2022-09-30 | $6.2M | 86k | 71.87 |
| 2022-06-30 | $5.0M | 80k | 63.18 |
| 2022-03-31 | $962k | 11k | 84.33 |
| 2021-12-31 | $1.9M | 22k | 84.10 |
| 2021-09-30 | $1.6M | 23k | 72.85 |
| 2021-06-30 | $16M | 216k | 72.81 |
| 2021-03-31 | $17M | 260k | 65.18 |
| 2020-12-31 | $14M | 266k | 53.04 |
| 2020-09-30 | $9.4M | 261k | 36.23 |
| 2020-06-30 | $7.5M | 222k | 33.74 |
| 2020-03-31 | $7.3M | 218k | 33.62 |