Charles Schwab Corporation shares owned by Parnassus Investments
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Parnassus Investments
from 13F filings
Historical chart of Parnassus Investments investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Parnassus Investments consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Parnassus Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $129M | 1.4M | 95.47 |
| 2025-06-30 | $119M | 1.3M | 91.24 |
| 2025-03-31 | $102M | 1.3M | 78.28 |
| 2024-12-31 | $126M | 1.7M | 74.01 |
| 2024-09-30 | $110M | 1.7M | 64.81 |
| 2024-06-30 | $120M | 1.6M | 73.69 |
| 2024-03-31 | $135M | 1.9M | 72.34 |
| 2023-12-31 | $129M | 1.9M | 68.80 |
| 2023-09-30 | $93M | 1.7M | 54.90 |
| 2023-06-30 | $96M | 1.7M | 56.68 |
| 2023-03-31 | $515M | 9.8M | 52.38 |
| 2022-12-31 | $1.1B | 13M | 83.26 |
| 2022-09-30 | $1.0B | 14M | 71.87 |
| 2022-06-30 | $877M | 14M | 63.18 |
| 2022-03-31 | $1.1B | 14M | 84.31 |
| 2021-12-31 | $1.4B | 17M | 84.10 |
| 2021-09-30 | $1.3B | 17M | 72.84 |
| 2021-06-30 | $1.3B | 17M | 72.81 |
| 2021-03-31 | $1.1B | 17M | 65.18 |
| 2020-12-31 | $907M | 17M | 53.04 |
| 2020-09-30 | $536M | 15M | 36.23 |
| 2020-06-30 | $514M | 15M | 33.74 |
| 2020-03-31 | $513M | 15M | 33.62 |
| 2019-12-31 | $560M | 12M | 47.56 |
| 2019-09-30 | $453M | 11M | 41.83 |
| 2019-06-30 | $374M | 9.3M | 40.19 |
| 2019-03-31 | $668M | 16M | 42.76 |
| 2018-12-31 | $649M | 16M | 41.53 |
| 2018-09-30 | $628M | 13M | 49.15 |
| 2018-06-30 | $653M | 13M | 51.10 |
| 2018-03-31 | $703M | 14M | 52.22 |
| 2017-12-31 | $687M | 13M | 51.37 |
| 2017-09-30 | $585M | 13M | 43.74 |
| 2017-06-30 | $617M | 14M | 42.96 |
| 2017-03-31 | $561M | 14M | 39.88 |
| 2016-12-31 | $819M | 21M | 39.47 |
| 2016-09-30 | $696M | 22M | 31.57 |
| 2016-06-30 | $518M | 21M | 25.31 |
| 2016-03-31 | $536M | 19M | 28.02 |
| 2015-12-31 | $423M | 13M | 32.93 |
| 2015-09-30 | $351M | 13M | 27.55 |
| 2015-06-30 | $401M | 12M | 32.65 |
| 2015-03-31 | $372M | 12M | 30.44 |
| 2014-12-31 | $272M | 9.0M | 30.19 |
| 2014-09-30 | $243M | 8.3M | 29.39 |
| 2014-06-30 | $222M | 8.3M | 26.93 |
| 2014-03-31 | $197M | 7.2M | 27.33 |
| 2013-12-31 | $192M | 7.4M | 26.00 |
| 2013-09-30 | $156M | 7.4M | 21.14 |
| 2013-06-30 | $161M | 7.6M | 21.23 |
| 2013-03-31 | $162M | 13M | 12.16 |
| 2012-12-31 | $192M | 13M | 14.36 |
| 2012-09-30 | $169M | 13M | 12.79 |
| 2012-06-30 | $148M | 12M | 12.93 |
| 2012-03-31 | $158M | 11M | 14.37 |
| 2011-12-31 | $120M | 11M | 11.26 |
| 2011-09-30 | $1.0M | 90k | 11.27 |
| 2011-06-30 | $987k | 60k | 16.45 |
| 2011-03-31 | $1.1M | 60k | 18.03 |