Charles Schwab Corporation shares owned by Johnson Financial Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Johnson Financial Group
from 13F filings
Historical chart of Johnson Financial Group investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Johnson Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 17k | 95.47 |
| 2025-06-30 | $908k | 10k | 91.24 |
| 2025-03-31 | $979k | 13k | 78.28 |
| 2024-12-31 | $958k | 12k | 82.72 |
| 2024-09-30 | $1.1M | 18k | 64.81 |
| 2024-06-30 | $4.3M | 58k | 73.69 |
| 2024-03-31 | $1.7M | 24k | 72.34 |
| 2023-12-31 | $1.7M | 24k | 68.80 |
| 2023-09-30 | $1.4M | 26k | 54.90 |
| 2023-06-30 | $1.5M | 27k | 56.68 |
| 2023-03-31 | $1.5M | 28k | 52.38 |
| 2022-12-31 | $268k | 3.2k | 83.26 |
| 2022-09-30 | $256k | 3.2k | 79.70 |
| 2022-06-30 | $500k | 7.9k | 63.18 |
| 2022-03-31 | $582k | 6.9k | 84.34 |
| 2021-12-31 | $641k | 7.6k | 84.09 |
| 2021-09-30 | $270k | 3.7k | 72.89 |
| 2021-06-30 | $286k | 3.9k | 72.79 |
| 2021-03-31 | $908k | 14k | 65.16 |
| 2020-12-31 | $950k | 18k | 53.04 |
| 2020-09-30 | $51k | 1.4k | 36.43 |
| 2020-06-30 | $68k | 2.0k | 33.53 |
| 2020-03-31 | $417k | 12k | 33.71 |
| 2019-12-31 | $464k | 9.8k | 47.57 |
| 2019-09-30 | $164k | 3.9k | 41.91 |
| 2019-06-30 | $189k | 4.7k | 40.16 |
| 2019-03-31 | $93k | 2.2k | 42.82 |
| 2018-12-31 | $73k | 1.7k | 41.79 |
| 2018-09-30 | $86k | 1.7k | 49.23 |
| 2018-06-30 | $87k | 1.7k | 50.91 |
| 2018-03-31 | $93k | 1.8k | 52.31 |
| 2017-12-31 | $98k | 1.9k | 51.34 |
| 2017-09-30 | $95k | 2.2k | 43.80 |
| 2017-06-30 | $86k | 2.0k | 42.81 |
| 2017-03-31 | $72k | 1.8k | 40.62 |
| 2016-12-31 | $311k | 7.9k | 39.47 |
| 2016-09-30 | $253k | 8.0k | 31.55 |
| 2016-06-30 | $216k | 8.5k | 25.35 |
| 2016-03-31 | $37k | 1.3k | 27.75 |
| 2015-12-31 | $27k | 815 | 33.13 |
| 2015-09-30 | $4.0k | 124 | 32.26 |
| 2015-06-30 | $3.0k | 102 | 29.41 |
| 2015-03-31 | $3.0k | 102 | 29.41 |
| 2014-12-31 | $3.0k | 102 | 29.41 |
| 2014-09-30 | $3.0k | 102 | 29.41 |
| 2014-06-30 | $3.0k | 102 | 29.41 |
| 2013-06-30 | $7.0k | 340 | 20.59 |
| 2011-03-31 | $18k | 976 | 18.44 |