Charles Schwab Corporation shares owned by Harfst & Associates
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Harfst & Associates
from 13F filings
Historical chart of Harfst & Associates investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Harfst & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.3M | 46k | 72.34 |
| 2023-12-31 | $3.2M | 46k | 68.80 |
| 2023-09-30 | $2.5M | 46k | 54.90 |
| 2023-06-30 | $2.5M | 45k | 56.68 |
| 2023-03-31 | $1.7M | 32k | 52.38 |
| 2022-12-31 | $2.7M | 32k | 83.26 |
| 2022-09-30 | $2.3M | 32k | 71.88 |
| 2022-06-30 | $1.8M | 28k | 63.18 |
| 2022-03-31 | $2.2M | 27k | 84.28 |
| 2021-12-31 | $2.2M | 26k | 84.08 |
| 2021-09-30 | $1.6M | 22k | 72.84 |
| 2021-06-30 | $1.6M | 22k | 72.78 |
| 2021-03-31 | $1.7M | 26k | 65.16 |
| 2020-12-31 | $1.2M | 23k | 53.00 |
| 2020-09-30 | $579k | 16k | 36.18 |
| 2020-06-30 | $548k | 16k | 33.73 |
| 2020-03-31 | $527k | 16k | 33.60 |
| 2019-12-31 | $679k | 14k | 47.56 |
| 2019-09-30 | $570k | 14k | 41.77 |
| 2019-06-30 | $528k | 13k | 40.12 |
| 2019-03-31 | $380k | 8.9k | 42.68 |
| 2018-12-31 | $266k | 6.4k | 41.40 |
| 2018-09-30 | $266k | 5.4k | 49.04 |
| 2017-06-30 | $0 | 18 | 0.00 |
| 2017-03-31 | $0 | 18 | 0.00 |
| 2016-06-30 | $1.5M | 60k | 25.29 |
| 2015-12-31 | $2.0M | 60k | 32.92 |
| 2015-09-30 | $1.8M | 64k | 28.56 |
| 2015-06-30 | $261k | 8.0k | 32.68 |