Charles Schwab Corporation shares owned by Pettee Investors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Pettee Investors
from 13F filings
Historical chart of Pettee Investors investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Pettee Investors 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 Pettee Investors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 22k | 95.47 |
| 2025-06-30 | $2.0M | 22k | 91.24 |
| 2025-03-31 | $3.4M | 43k | 78.28 |
| 2024-12-31 | $3.3M | 45k | 74.01 |
| 2024-09-30 | $2.9M | 45k | 64.81 |
| 2024-06-30 | $3.3M | 45k | 73.69 |
| 2024-03-31 | $3.2M | 45k | 72.34 |
| 2023-12-31 | $3.1M | 45k | 68.80 |
| 2023-09-30 | $2.5M | 45k | 54.90 |
| 2023-06-30 | $2.5M | 45k | 56.68 |
| 2023-03-31 | $2.3M | 44k | 52.38 |
| 2022-12-31 | $3.6M | 43k | 83.26 |
| 2022-09-30 | $3.1M | 43k | 71.86 |
| 2022-06-30 | $2.7M | 43k | 63.17 |
| 2022-03-31 | $3.1M | 37k | 84.30 |
| 2021-12-31 | $3.0M | 35k | 84.09 |
| 2021-09-30 | $2.6M | 35k | 72.83 |
| 2021-06-30 | $2.6M | 35k | 72.81 |
| 2021-03-31 | $2.3M | 36k | 65.18 |
| 2020-12-31 | $1.9M | 36k | 53.05 |
| 2020-09-30 | $1.3M | 36k | 36.24 |
| 2020-06-30 | $1.2M | 36k | 33.75 |
| 2020-03-31 | $1.2M | 36k | 33.61 |
| 2019-12-31 | $1.7M | 35k | 47.57 |
| 2019-09-30 | $1.5M | 35k | 41.83 |
| 2019-06-30 | $1.4M | 34k | 40.20 |
| 2019-03-31 | $1.6M | 37k | 42.75 |
| 2018-12-31 | $1.5M | 37k | 41.53 |
| 2018-09-30 | $1.9M | 39k | 49.16 |
| 2018-06-30 | $1.9M | 37k | 51.11 |
| 2018-03-31 | $1.9M | 37k | 52.21 |
| 2017-12-31 | $1.9M | 37k | 51.36 |
| 2017-09-30 | $1.6M | 36k | 43.74 |
| 2017-06-30 | $693k | 16k | 42.96 |
| 2017-03-31 | $400k | 9.8k | 40.78 |
| 2016-12-31 | $387k | 9.8k | 39.46 |
| 2016-09-30 | $310k | 9.8k | 31.61 |
| 2016-06-30 | $248k | 9.8k | 25.29 |
| 2015-12-31 | $234k | 7.1k | 32.92 |
| 2015-09-30 | $203k | 7.1k | 28.56 |
| 2015-06-30 | $232k | 7.1k | 32.64 |
| 2015-03-31 | $216k | 7.1k | 30.39 |
| 2014-12-31 | $215k | 7.1k | 30.25 |
| 2014-09-30 | $209k | 7.1k | 29.40 |