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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

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Quarterly reported holdings in Advantage Solutions by Charles Schwab Investment Management

Quarter filed Position value Share count Share price at filing
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