Charles Schwab Corporation shares owned by Klingman & Associates
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Klingman & Associates
from 13F filings
Historical chart of Klingman & Associates investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Klingman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $783k | 8.2k | 95.47 |
| 2025-06-30 | $779k | 8.5k | 91.24 |
| 2025-03-31 | $453k | 5.8k | 78.28 |
| 2024-12-31 | $302k | 4.1k | 74.01 |
| 2024-09-30 | $257k | 4.0k | 64.81 |
| 2024-06-30 | $297k | 4.0k | 73.69 |
| 2024-03-31 | $277k | 3.8k | 72.34 |
| 2023-12-31 | $263k | 3.8k | 68.80 |
| 2023-09-30 | $205k | 3.7k | 54.90 |
| 2023-06-30 | $208k | 3.7k | 56.68 |
| 2022-12-31 | $344k | 4.1k | 83.26 |
| 2022-09-30 | $275k | 3.8k | 71.75 |
| 2022-06-30 | $241k | 3.8k | 63.25 |
| 2022-03-31 | $305k | 3.6k | 84.32 |
| 2021-12-31 | $303k | 3.6k | 84.19 |
| 2021-09-30 | $258k | 3.5k | 72.92 |
| 2021-06-30 | $256k | 3.5k | 72.75 |
| 2021-03-31 | $218k | 3.3k | 65.17 |
| 2020-06-30 | $206k | 6.1k | 33.67 |
| 2020-03-31 | $228k | 6.8k | 33.57 |
| 2019-12-31 | $320k | 6.7k | 47.63 |
| 2019-09-30 | $289k | 6.9k | 41.81 |
| 2019-06-30 | $270k | 6.7k | 40.19 |
| 2019-03-31 | $295k | 6.9k | 42.80 |
| 2018-12-31 | $286k | 6.9k | 41.49 |
| 2018-09-30 | $349k | 7.1k | 49.17 |
| 2018-06-30 | $377k | 7.4k | 51.11 |
| 2018-03-31 | $351k | 6.7k | 52.25 |
| 2017-12-31 | $562k | 11k | 51.38 |
| 2015-06-30 | $14k | 419 | 33.41 |