Charles Schwab Corporation shares owned by Addison Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Addison Advisors
from 13F filings
Historical chart of Addison Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Addison Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $521k | 5.5k | 95.47 |
| 2025-06-30 | $498k | 5.5k | 91.24 |
| 2025-03-31 | $429k | 5.5k | 78.28 |
| 2024-12-31 | $404k | 5.5k | 74.01 |
| 2024-09-30 | $354k | 5.5k | 64.81 |
| 2024-06-30 | $403k | 5.5k | 73.69 |
| 2024-03-31 | $399k | 5.5k | 72.34 |
| 2023-12-31 | $382k | 5.5k | 68.80 |
| 2023-09-30 | $300k | 5.5k | 54.90 |
| 2023-06-30 | $309k | 5.5k | 56.68 |
| 2023-03-31 | $286k | 5.5k | 52.38 |
| 2022-12-31 | $457k | 5.5k | 83.26 |
| 2022-09-30 | $395k | 5.5k | 71.79 |
| 2022-06-30 | $347k | 5.5k | 63.17 |
| 2022-03-31 | $463k | 5.5k | 84.26 |
| 2021-12-31 | $461k | 5.5k | 84.02 |
| 2021-09-30 | $397k | 5.5k | 72.78 |
| 2021-06-30 | $397k | 5.5k | 72.78 |
| 2020-12-31 | $291k | 5.5k | 53.07 |