Charles Schwab Corporation shares owned by Adviser Investments
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Adviser Investments
from 13F filings
Historical chart of Adviser Investments investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Adviser Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $14M | 213k | 64.81 |
| 2024-06-30 | $21M | 287k | 73.69 |
| 2024-03-31 | $22M | 297k | 72.34 |
| 2023-12-31 | $22M | 319k | 68.80 |
| 2023-09-30 | $3.5M | 63k | 54.90 |
| 2023-06-30 | $3.6M | 64k | 56.68 |
| 2018-06-30 | $104k | 2.0k | 50.86 |
| 2018-03-31 | $67k | 1.3k | 52.59 |