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Charles Schwab Corporation shares owned by Yacktman Asset Management

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

Historical chart of Yacktman Asset Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Yacktman 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 Yacktman Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $350M 5.4M 64.81
2024-06-30 $435M 5.9M 73.69
2024-03-31 $454M 6.3M 72.34
2023-12-31 $435M 6.3M 68.80
2023-09-30 $349M 6.4M 54.90
2023-06-30 $361M 6.4M 56.68
2023-03-31 $330M 6.3M 52.38
2022-12-31 $357M 4.3M 83.26
2022-09-30 $257M 3.6M 71.87
2022-06-30 $220M 3.5M 63.18
2022-03-31 $292M 3.5M 84.31
2021-12-31 $294M 3.5M 84.10
2021-09-30 $253M 3.5M 72.84
2021-06-30 $254M 3.5M 72.81
2021-03-31 $228M 3.5M 65.18
2020-12-31 $184M 3.5M 53.04
2020-09-30 $1.6M 44k 36.22
2020-06-30 $2.0M 60k 33.74
2020-03-31 $2.1M 64k 33.62
2019-12-31 $1.6M 34k 47.57
2019-09-30 $1.5M 35k 41.84
2019-06-30 $1.4M 35k 40.20