Charles Schwab Corporation shares owned by Greystone Financial Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Greystone Financial Group
from 13F filings
Historical chart of Greystone Financial Group investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Greystone Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $497k | 6.9k | 72.34 |
| 2023-12-31 | $403k | 5.9k | 68.80 |
| 2023-09-30 | $541k | 9.9k | 54.90 |
| 2023-06-30 | $3.8M | 67k | 56.68 |
| 2023-03-31 | $4.0M | 76k | 52.38 |
| 2021-12-31 | $1.5M | 18k | 84.10 |
| 2021-09-30 | $1.2M | 17k | 72.84 |
| 2021-06-30 | $1.4M | 19k | 72.83 |
| 2021-03-31 | $1.3M | 19k | 70.62 |
| 2020-12-31 | $993k | 18k | 55.87 |