Charles Schwab Corporation shares owned by Hartland & Co
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Hartland & Co
from 13F filings
Historical chart of Hartland & Co investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Hartland & Co consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Hartland & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 241k | 95.47 |
| 2025-06-30 | $21M | 235k | 91.24 |
| 2025-03-31 | $18M | 224k | 78.28 |
| 2024-12-31 | $17M | 225k | 74.01 |
| 2024-09-30 | $15M | 224k | 64.81 |
| 2024-06-30 | $17M | 224k | 73.69 |
| 2024-03-31 | $2.8M | 38k | 74.70 |
| 2023-12-31 | $2.6M | 37k | 68.80 |
| 2023-09-30 | $2.0M | 36k | 54.90 |
| 2023-06-30 | $2.1M | 37k | 56.68 |
| 2023-03-31 | $654k | 13k | 52.38 |
| 2022-12-31 | $860k | 10k | 83.26 |
| 2022-09-30 | $699k | 9.7k | 71.91 |
| 2022-06-30 | $600k | 9.5k | 63.14 |
| 2022-03-31 | $801k | 9.5k | 84.30 |
| 2021-12-31 | $631k | 7.5k | 84.09 |
| 2021-09-30 | $518k | 7.1k | 72.91 |
| 2021-06-30 | $526k | 7.2k | 72.79 |
| 2021-03-31 | $463k | 7.1k | 65.17 |
| 2020-12-31 | $341k | 6.4k | 53.06 |
| 2020-09-30 | $227k | 6.3k | 36.16 |
| 2020-06-30 | $252k | 7.5k | 33.78 |
| 2020-03-31 | $220k | 6.5k | 33.70 |
| 2019-12-31 | $630k | 13k | 47.55 |
| 2019-09-30 | $555k | 13k | 41.86 |
| 2019-06-30 | $472k | 12k | 40.17 |
| 2019-03-31 | $505k | 12k | 42.80 |
| 2018-12-31 | $390k | 9.4k | 41.48 |
| 2018-09-30 | $322k | 6.5k | 49.18 |
| 2018-06-30 | $471k | 9.2k | 51.08 |
| 2018-03-31 | $339k | 6.5k | 52.23 |
| 2017-12-31 | $333k | 6.5k | 51.30 |
| 2017-09-30 | $247k | 5.7k | 43.67 |
| 2017-06-30 | $267k | 6.2k | 42.91 |