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Charles Schwab Corporation shares owned by Gofen & Glossberg

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Gofen & Glossberg from 13F filings

Historical chart of Gofen & Glossberg investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Gofen & Glossberg consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Gofen & Glossberg

Quarter filed Position value Share count Share price at filing
2022-12-31 $20M 238k 83.26
2022-09-30 $17M 242k 71.87
2022-06-30 $15M 244k 63.18
2022-03-31 $21M 243k 84.31
2021-12-31 $20M 232k 84.10
2021-09-30 $17M 234k 72.84
2021-06-30 $17M 236k 72.81
2021-03-31 $15M 230k 65.18
2020-12-31 $12M 235k 53.04
2020-09-30 $9.0M 247k 36.23
2020-06-30 $8.2M 244k 33.74
2020-03-31 $8.4M 251k 33.62
2019-12-31 $12M 249k 47.56
2019-09-30 $11M 259k 41.83
2019-06-30 $11M 268k 40.19
2019-03-31 $11M 262k 42.76
2018-12-31 $11M 259k 41.53
2018-09-30 $13M 255k 49.15
2018-06-30 $11M 215k 51.10
2018-03-31 $10M 193k 52.22
2017-12-31 $9.1M 177k 51.37
2017-09-30 $7.9M 180k 43.74
2017-06-30 $7.5M 176k 42.96
2017-03-31 $6.9M 169k 40.81
2016-12-31 $6.5M 164k 39.47
2016-09-30 $4.3M 137k 31.57
2016-06-30 $3.4M 136k 25.31
2016-03-31 $3.7M 132k 28.02
2015-12-31 $2.5M 83k 30.20
2015-09-30 $2.3M 81k 28.56
2015-06-30 $2.7M 83k 32.66
2015-03-31 $2.5M 83k 30.44
2014-12-31 $2.5M 83k 30.20
2014-09-30 $2.5M 84k 29.40
2014-06-30 $2.3M 87k 26.93
2014-03-31 $2.6M 98k 26.51
2013-12-31 $2.7M 102k 26.00
2013-09-30 $2.1M 99k 21.14
2013-06-30 $2.0M 92k 21.23
2013-03-31 $1.5M 85k 17.69
2012-12-31 $1.3M 88k 14.36
2012-09-30 $1.3M 99k 12.79
2012-06-30 $1.3M 100k 12.93
2012-03-31 $1.5M 104k 14.37
2011-12-31 $1.3M 119k 11.26
2011-09-30 $2.6M 226k 11.27
2011-06-30 $4.0M 242k 16.45
2011-03-31 $4.7M 260k 18.03