Charles Schwab Corporation shares owned by Massey, Quick & Co
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Massey, Quick & Co
from 13F filings
Historical chart of Massey, Quick & Co investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Massey, Quick & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $312k | 3.1k | 99.91 |
| 2025-09-30 | $260k | 2.7k | 95.47 |
| 2025-06-30 | $1.2M | 13k | 91.24 |
| 2025-03-31 | $810k | 10k | 78.28 |
| 2024-12-31 | $643k | 8.7k | 74.01 |
| 2024-09-30 | $549k | 8.5k | 64.81 |
| 2024-06-30 | $512k | 6.9k | 73.69 |
| 2024-03-31 | $867k | 12k | 72.34 |
| 2023-12-31 | $323k | 4.7k | 68.80 |
| 2023-09-30 | $253k | 4.6k | 54.90 |
| 2023-06-30 | $239k | 4.2k | 56.68 |
| 2022-12-31 | $303k | 3.6k | 83.26 |
| 2022-03-31 | $156k | 1.9k | 84.10 |
| 2021-12-31 | $48k | 573 | 83.77 |
| 2021-09-30 | $181k | 2.5k | 72.46 |
| 2021-06-30 | $41k | 573 | 71.55 |
| 2021-03-31 | $37k | 573 | 64.57 |
| 2020-12-31 | $30k | 571 | 52.54 |
| 2020-09-30 | $21k | 569 | 36.91 |
| 2020-06-30 | $19k | 566 | 33.57 |
| 2020-03-31 | $39k | 1.2k | 33.45 |
| 2019-12-31 | $85k | 1.8k | 47.62 |
| 2019-09-30 | $28k | 665 | 42.11 |
| 2019-06-30 | $25k | 632 | 40.19 |
| 2019-03-31 | $51k | 1.2k | 42.39 |
| 2018-12-31 | $52k | 1.3k | 41.27 |
| 2018-09-30 | $48k | 975 | 49.23 |
| 2018-06-30 | $49k | 975 | 50.26 |
| 2018-03-31 | $109k | 2.1k | 52.20 |
| 2017-12-31 | $51k | 955 | 53.40 |
| 2017-09-30 | $42k | 952 | 44.12 |