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SCHWSCHW

Showing 9 of 26 quarters

Position history for GAGreenhaven Associates Inc's holdings in The Charles Schwab Corporation

Yes. Greenhaven Associates holds 10,500 shares of SCHW (Charles Schwab), worth $1M, as of its Q3 2026 13F filing. It reduced the position by 2,000 shares (-16.0%) from Q2 2026. Greenhaven Associates has held SCHW since Q2 2020, across 26 quarterly 13F filings.

Current Value

$1M

Current Shares

10,500

Total Value Change

-$269,930

Total Shares Change

-9,500

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Decreased
10,500
-16.0%
$1M0.0%$97.74
0
2026-Q2
Unchanged
12,500
0.0%
$1.2M0.0%$92.00
0
2026-Q1
Unchanged
12,500
0.0%
$1.2M0.0%$93.37
0
2025-Q4
Decreased
12,500
-16.7%
$1.2M0.0%$98.93
0
2025-Q3
Decreased
15,000
-25.0%
$1.4M0.0%$94.27
0
2025-Q2
Unchanged
20,000
0.0%
$1.8M0.0%$89.84
0
2025-Q1
Unchanged
20,000
0.0%
$1.6M0.0%$76.83
0
2024-Q4
Unchanged
20,000
0.0%
$1.5M0.0%$72.40
0
2024-Q3
Unchanged
20,000
0.0%
$1.3M0.0%$63.18
0

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