Charles Schwab Corporation shares owned by Goodman & Company, Investment Counsel
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Goodman & Company, Investment Counsel
from 13F filings
Historical chart of Goodman & Company, Investment Counsel investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Goodman & Company, Investment Counsel consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Charles Schwab Corporation by Goodman & Company, Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 142k | 95.47 |
| 2025-06-30 | $160M | 1.7M | 91.24 |
| 2025-03-31 | $29M | 375k | 78.28 |
| 2024-12-31 | $6.4M | 87k | 74.01 |
| 2024-09-30 | $6.8M | 105k | 64.81 |
| 2024-06-30 | $23M | 307k | 73.69 |
| 2024-03-31 | $4.6M | 64k | 72.34 |
| 2023-12-31 | $4.4M | 64k | 68.80 |
| 2023-09-30 | $595k | 11k | 54.90 |
| 2023-06-30 | $614k | 11k | 56.68 |
| 2023-03-31 | $568k | 11k | 52.38 |
| 2022-12-31 | $902k | 11k | 83.26 |
| 2022-09-30 | $789k | 11k | 71.88 |
| 2022-06-30 | $685k | 11k | 63.21 |
| 2022-03-31 | $232M | 2.8M | 83.15 |
| 2021-12-31 | $75M | 872k | 85.37 |
| 2021-09-30 | $32M | 422k | 75.84 |
| 2021-06-30 | $146M | 2.0M | 73.10 |
| 2021-03-31 | $26M | 393k | 65.06 |
| 2020-12-31 | $576k | 11k | 53.15 |
| 2020-03-31 | $3.3M | 95k | 34.57 |
| 2018-09-30 | $15k | 306 | 49.02 |
| 2018-03-31 | $5.2M | 100k | 52.47 |
| 2017-12-31 | $51M | 998k | 51.16 |
| 2017-09-30 | $2.7M | 63k | 42.41 |
| 2017-06-30 | $4.4M | 103k | 42.37 |
| 2017-03-31 | $6.0M | 150k | 39.99 |
| 2016-12-31 | $6.8M | 223k | 30.40 |
| 2016-09-30 | $6.9M | 223k | 31.11 |
| 2016-06-30 | $6.9M | 275k | 25.01 |
| 2014-03-31 | $20M | 741k | 27.22 |
| 2010-12-31 | $814k | 59k | 13.79 |
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