Charles Schwab Corporation shares owned by Advisor OS
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Advisor OS
from 13F filings
Historical chart of Advisor OS investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Advisor OS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.1M | 11k | 99.91 |
| 2025-09-30 | $990k | 10k | 95.47 |
| 2025-06-30 | $906k | 9.9k | 91.24 |
| 2025-03-31 | $360k | 4.6k | 78.25 |
| 2024-06-30 | $222k | 3.0k | 73.69 |
| 2024-03-31 | $243k | 3.4k | 72.34 |
| 2023-12-31 | $239k | 3.5k | 68.80 |
| 2023-09-30 | $657k | 12k | 54.90 |
| 2023-06-30 | $584k | 10k | 56.68 |
| 2021-06-30 | $204k | 2.8k | 73.03 |