Advantage Solutions shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Advantage Solutions (ADV) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Advantage Solutions
Tip: Access up to 7 years of quarterly data
All positions including Advantage Solutions held by Charles Schwab Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Advantage Solutions by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 2.7M | 1.53 |
| 2025-06-30 | $2.3M | 1.8M | 1.32 |
| 2025-03-31 | $1.6M | 1.0M | 1.51 |
| 2024-12-31 | $1.9M | 640k | 2.92 |
| 2024-09-30 | $2.3M | 679k | 3.43 |
| 2024-06-30 | $2.5M | 780k | 3.22 |
| 2024-03-31 | $3.2M | 745k | 4.33 |
| 2023-12-31 | $2.7M | 737k | 3.62 |
| 2023-09-30 | $2.1M | 724k | 2.84 |
| 2023-06-30 | $1.6M | 687k | 2.34 |
| 2023-03-31 | $1.1M | 670k | 1.58 |
| 2022-12-31 | $1.3M | 617k | 2.08 |
| 2022-09-30 | $1.4M | 659k | 2.13 |
| 2022-06-30 | $2.5M | 668k | 3.80 |
| 2022-03-31 | $4.3M | 674k | 6.38 |
| 2021-12-31 | $5.2M | 654k | 8.02 |
| 2021-09-30 | $5.6M | 650k | 8.65 |
| 2021-06-30 | $7.2M | 667k | 10.79 |
| 2021-03-31 | $5.8M | 491k | 11.81 |
| 2020-12-31 | $6.2M | 475k | 13.17 |
More positions owned by Charles Schwab Investment Management
Home Depot (HD)
View all positions for Charles Schwab Investment Management