Charles Schwab Corporation shares owned by Advisor Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Advisor Partners
from 13F filings
Historical chart of Advisor Partners investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Advisor Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Advisor Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $1.8M | 28k | 63.17 |
| 2022-03-31 | $2.5M | 29k | 84.32 |
| 2021-12-31 | $2.4M | 28k | 84.10 |
| 2021-09-30 | $1.8M | 24k | 72.82 |
| 2021-06-30 | $1.7M | 24k | 72.80 |
| 2021-03-31 | $1.2M | 22k | 53.02 |
| 2020-12-31 | $725k | 20k | 36.25 |
| 2020-09-30 | $682k | 20k | 33.74 |
| 2020-06-30 | $712k | 21k | 33.59 |
| 2020-03-31 | $712k | 21k | 33.59 |
| 2019-12-31 | $1.1M | 23k | 47.10 |
| 2019-09-30 | $916k | 22k | 41.84 |
| 2019-06-30 | $1.2M | 30k | 40.17 |
| 2019-03-31 | $1.3M | 30k | 42.77 |
| 2018-12-31 | $1.3M | 31k | 41.54 |
| 2018-09-30 | $1.4M | 29k | 49.15 |
| 2018-06-30 | $1.5M | 29k | 51.09 |
| 2018-03-31 | $1.4M | 27k | 52.21 |
| 2017-12-31 | $1.4M | 26k | 55.49 |
| 2017-09-30 | $931k | 21k | 43.74 |
| 2017-06-30 | $909k | 21k | 42.95 |
| 2017-03-31 | $781k | 19k | 40.83 |
| 2016-12-31 | $725k | 18k | 39.46 |
| 2016-09-30 | $455k | 14k | 31.58 |
| 2016-06-30 | $295k | 12k | 25.34 |
| 2016-03-31 | $320k | 11k | 28.02 |
| 2015-12-31 | $295k | 9.0k | 32.88 |
| 2015-09-30 | $236k | 8.3k | 28.57 |
| 2015-06-30 | $370k | 12k | 30.87 |
| 2015-03-31 | $298k | 9.8k | 30.41 |
| 2014-12-31 | $227k | 7.5k | 30.21 |
| 2014-09-30 | $218k | 7.4k | 29.43 |
| 2013-12-31 | $217k | 8.4k | 25.98 |
| 2011-06-30 | $118k | 7.2k | 16.43 |
| 2011-03-31 | $128k | 7.1k | 18.01 |