Charles Schwab Corporation shares owned by Klingenstein Fields & Co
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Klingenstein Fields & Co
from 13F filings
Historical chart of Klingenstein Fields & Co investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Klingenstein Fields & Co consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Charles Schwab Corporation by Klingenstein Fields & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $372k | 3.9k | 95.47 |
| 2025-06-30 | $355k | 3.9k | 91.24 |
| 2025-03-31 | $305k | 3.9k | 78.28 |
| 2024-12-31 | $288k | 3.9k | 74.01 |
| 2024-09-30 | $252k | 3.9k | 64.81 |
| 2024-06-30 | $287k | 3.9k | 73.69 |
| 2024-03-31 | $281k | 3.9k | 72.34 |
| 2023-12-31 | $269k | 3.9k | 68.80 |
| 2023-09-30 | $201k | 3.7k | 54.90 |
| 2023-06-30 | $210k | 3.7k | 56.68 |
| 2022-12-31 | $301k | 3.6k | 83.26 |
| 2022-09-30 | $260k | 3.6k | 71.92 |
| 2022-06-30 | $228k | 3.6k | 63.07 |
| 2022-03-31 | $305k | 3.6k | 84.37 |
| 2021-12-31 | $304k | 3.6k | 84.09 |
| 2021-09-30 | $263k | 3.6k | 72.75 |
| 2021-06-30 | $263k | 3.6k | 72.75 |
| 2021-03-31 | $236k | 3.6k | 65.28 |