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
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Yacktman 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 Yacktman Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $401M | 4.2M | 95.47 |
| 2025-06-30 | $417M | 4.6M | 91.24 |
| 2025-03-31 | $369M | 4.7M | 78.28 |
| 2024-12-31 | $361M | 4.9M | 74.01 |
| 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 |