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Charles Schwab Corporation shares owned by Clarkston Capital Partners

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Clarkston Capital Partners from 13F filings

Historical chart of Clarkston Capital Partners investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Clarkston Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Clarkston Capital Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $76M 1.0M 72.34
2023-12-31 $72M 1.0M 68.80
2023-09-30 $58M 1.0M 54.90
2023-06-30 $61M 1.1M 56.68
2023-03-31 $51M 978k 52.38
2022-12-31 $65M 778k 83.26
2022-09-30 $56M 777k 71.87
2022-06-30 $48M 759k 63.18
2022-03-31 $62M 729k 84.31
2021-12-31 $66M 788k 84.10
2021-09-30 $61M 833k 72.84
2021-06-30 $61M 842k 72.81
2021-03-31 $55M 841k 65.18
2020-12-31 $42M 795k 53.04
2020-09-30 $27M 756k 36.23
2020-06-30 $26M 770k 33.74
2020-03-31 $29M 872k 33.62
2019-12-31 $30M 629k 47.56
2019-09-30 $26M 625k 41.83
2019-06-30 $19M 479k 40.19
2019-03-31 $21M 479k 42.76
2018-12-31 $20M 474k 41.53
2018-09-30 $23M 471k 49.15
2018-06-30 $24M 474k 51.10
2018-03-31 $25M 478k 52.22
2017-12-31 $25M 485k 51.37
2017-09-30 $23M 527k 43.74
2017-06-30 $26M 594k 42.96
2017-03-31 $20M 501k 40.81
2016-12-31 $21M 518k 39.47
2016-09-30 $17M 549k 31.57
2016-06-30 $14M 541k 25.31
2016-03-31 $12M 424k 28.02
2015-12-31 $12M 356k 32.93
2015-09-30 $10M 357k 28.56
2015-06-30 $12M 353k 32.65
2015-03-31 $11M 359k 30.44
2014-12-31 $5.8M 192k 30.18
2014-09-30 $5.5M 187k 29.39
2014-06-30 $5.3M 198k 26.93
2014-03-31 $5.4M 197k 27.33
2013-12-31 $6.8M 262k 26.00
2013-09-30 $5.5M 259k 21.14
2013-06-30 $5.5M 261k 21.23
2013-03-31 $4.5M 255k 17.69
2012-12-31 $3.5M 243k 14.36