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
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Winslow Asset Management 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 Winslow Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |