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Charles Schwab Corporation shares owned by Winslow Asset Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Winslow Asset Management from 13F filings

Historical chart of Winslow Asset Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Winslow Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Winslow Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 172k 64.81
2024-06-30 $13M 170k 73.69
2024-03-31 $13M 177k 72.34
2023-12-31 $12M 177k 68.80
2023-09-30 $9.6M 174k 54.90
2023-06-30 $9.9M 175k 56.68
2023-03-31 $9.2M 175k 52.38
2022-12-31 $15M 179k 83.26
2022-09-30 $14M 191k 71.87
2022-06-30 $12M 194k 63.18
2022-03-31 $16M 195k 84.31
2021-12-31 $17M 200k 84.10
2021-09-30 $15M 201k 72.84
2021-06-30 $15M 205k 72.81
2021-03-31 $14M 208k 65.18
2020-12-31 $13M 237k 53.04
2020-09-30 $8.6M 239k 36.23
2020-06-30 $8.2M 244k 33.74
2020-03-31 $8.5M 253k 33.62
2019-12-31 $12M 254k 47.56
2019-09-30 $11M 254k 41.83
2019-06-30 $12M 298k 40.19
2019-03-31 $14M 318k 42.76
2018-12-31 $14M 330k 41.53
2018-09-30 $16M 331k 49.15
2018-06-30 $17M 339k 51.10
2018-03-31 $18M 350k 52.22
2017-12-31 $19M 362k 51.37
2017-09-30 $16M 375k 43.74
2017-06-30 $16M 381k 42.96
2017-03-31 $16M 381k 40.81
2016-12-31 $15M 387k 39.47
2016-09-30 $12M 389k 31.57
2016-06-30 $10M 399k 25.31
2016-03-31 $12M 416k 28.02
2015-12-31 $16M 480k 32.93
2015-09-30 $14M 490k 28.56
2015-06-30 $16M 487k 32.65
2015-03-31 $15M 498k 30.44
2014-12-31 $16M 514k 30.19
2014-09-30 $15M 525k 29.39
2014-06-30 $14M 529k 26.93
2014-03-31 $15M 539k 27.33
2013-12-31 $15M 565k 26.00
2013-09-30 $13M 604k 21.14
2013-06-30 $13M 623k 21.23