Charles Schwab Corporation shares owned by Petersen, Flynn & Dinsmore
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Petersen, Flynn & Dinsmore
from 13F filings
Historical chart of Petersen, Flynn & Dinsmore investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Petersen, Flynn & Dinsmore
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 134k | 95.47 |
| 2025-06-30 | $13M | 139k | 91.24 |
| 2025-03-31 | $12M | 147k | 78.28 |
| 2024-12-31 | $15M | 200k | 74.01 |
| 2024-09-30 | $15M | 232k | 64.81 |
| 2024-06-30 | $18M | 242k | 73.69 |
| 2024-03-31 | $17M | 241k | 72.34 |
| 2023-12-31 | $16M | 237k | 68.80 |
| 2023-09-30 | $14M | 248k | 54.90 |
| 2023-06-30 | $14M | 243k | 56.68 |
| 2023-03-31 | $13M | 250k | 52.38 |
| 2022-12-31 | $20M | 244k | 83.26 |
| 2022-09-30 | $17M | 239k | 71.87 |
| 2022-06-30 | $15M | 231k | 63.18 |
| 2022-03-31 | $19M | 223k | 84.31 |
| 2021-12-31 | $20M | 241k | 84.10 |
| 2021-09-30 | $17M | 229k | 72.84 |
| 2021-06-30 | $16M | 225k | 72.81 |
| 2021-03-31 | $14M | 215k | 65.18 |
| 2020-12-31 | $9.9M | 186k | 53.04 |
| 2020-09-30 | $5.5M | 153k | 36.23 |
| 2020-06-30 | $4.8M | 141k | 33.74 |
| 2020-03-31 | $5.4M | 160k | 33.62 |
| 2019-12-31 | $13M | 270k | 47.56 |
| 2019-09-30 | $11M | 267k | 41.83 |
| 2019-06-30 | $11M | 269k | 40.19 |
| 2019-03-31 | $9.8M | 230k | 42.76 |
| 2018-12-31 | $8.8M | 212k | 41.53 |
| 2018-09-30 | $5.7M | 115k | 49.15 |
| 2018-06-30 | $1.2M | 24k | 51.10 |
| 2018-03-31 | $1.3M | 24k | 52.21 |
| 2017-12-31 | $1.2M | 24k | 51.37 |
| 2017-09-30 | $861k | 20k | 43.72 |
| 2017-06-30 | $554k | 13k | 42.99 |
| 2017-03-31 | $526k | 13k | 40.82 |
| 2016-12-31 | $466k | 12k | 39.44 |
| 2016-09-30 | $363k | 12k | 31.53 |
| 2016-06-30 | $291k | 12k | 25.27 |
| 2016-03-31 | $323k | 12k | 28.05 |
| 2015-12-31 | $379k | 12k | 32.92 |
| 2015-09-30 | $329k | 12k | 28.57 |
| 2015-06-30 | $376k | 12k | 32.66 |
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