Charles Schwab Corporation shares owned by Tocqueville Asset Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Tocqueville Asset Management
from 13F filings
Historical chart of Tocqueville Asset Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Tocqueville Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.9M | 93k | 95.47 |
| 2025-06-30 | $8.9M | 98k | 91.24 |
| 2025-03-31 | $13M | 171k | 78.28 |
| 2024-12-31 | $14M | 182k | 74.01 |
| 2024-09-30 | $27M | 414k | 64.81 |
| 2024-06-30 | $51M | 689k | 73.69 |
| 2024-03-31 | $74M | 1.0M | 72.34 |
| 2023-12-31 | $84M | 1.2M | 68.80 |
| 2023-09-30 | $65M | 1.2M | 54.90 |
| 2023-06-30 | $65M | 1.2M | 56.68 |
| 2023-03-31 | $41M | 778k | 52.38 |
| 2022-12-31 | $81M | 971k | 83.26 |
| 2022-09-30 | $72M | 1.0M | 71.87 |
| 2022-06-30 | $64M | 1.0M | 63.18 |
| 2022-03-31 | $84M | 999k | 84.31 |
| 2021-12-31 | $85M | 1.0M | 84.10 |
| 2021-09-30 | $74M | 1.0M | 72.84 |
| 2021-06-30 | $76M | 1.0M | 72.81 |
| 2021-03-31 | $67M | 1.0M | 65.18 |
| 2020-12-31 | $56M | 1.1M | 53.04 |
| 2020-09-30 | $38M | 1.0M | 36.23 |
| 2020-06-30 | $17M | 505k | 33.74 |
| 2020-03-31 | $10M | 304k | 33.62 |
| 2019-12-31 | $22M | 464k | 47.56 |
| 2019-09-30 | $19M | 461k | 41.83 |
| 2019-06-30 | $13M | 314k | 40.19 |
| 2019-03-31 | $12M | 284k | 42.76 |
| 2018-12-31 | $8.9M | 215k | 41.53 |
| 2018-09-30 | $4.6M | 95k | 49.15 |
| 2018-06-30 | $6.8M | 134k | 51.10 |
| 2018-03-31 | $9.7M | 185k | 52.22 |
| 2017-12-31 | $15M | 283k | 51.37 |
| 2017-09-30 | $14M | 313k | 43.74 |
| 2017-06-30 | $14M | 318k | 42.96 |
| 2017-03-31 | $13M | 317k | 40.81 |
| 2016-12-31 | $13M | 321k | 39.47 |
| 2016-09-30 | $9.4M | 299k | 31.57 |
| 2016-06-30 | $8.0M | 318k | 25.31 |
| 2016-03-31 | $3.2M | 114k | 28.02 |
| 2015-12-31 | $6.3M | 190k | 32.93 |
| 2015-09-30 | $5.6M | 197k | 28.56 |
| 2015-06-30 | $6.4M | 196k | 32.65 |
| 2015-03-31 | $5.8M | 191k | 30.44 |
| 2014-12-31 | $5.7M | 190k | 30.19 |
| 2014-09-30 | $6.0M | 204k | 29.39 |
| 2014-06-30 | $5.5M | 205k | 26.93 |
| 2014-03-31 | $5.6M | 205k | 27.33 |
| 2013-12-31 | $5.3M | 205k | 26.00 |
| 2013-09-30 | $4.1M | 195k | 21.14 |
| 2013-06-30 | $4.4M | 209k | 21.23 |
| 2013-03-31 | $3.8M | 215k | 17.69 |
| 2012-12-31 | $3.1M | 218k | 14.36 |
| 2012-09-30 | $3.1M | 239k | 12.78 |
| 2012-06-30 | $2.8M | 214k | 12.93 |
| 2012-03-31 | $3.0M | 210k | 14.37 |
| 2011-12-31 | $2.1M | 183k | 11.26 |
| 2011-09-30 | $1.8M | 163k | 11.27 |
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