Charles Schwab Corporation shares owned by Advisors Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Advisors Capital Management
from 13F filings
Historical chart of Advisors Capital Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Advisors Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 132k | 95.47 |
| 2025-06-30 | $12M | 134k | 91.24 |
| 2025-03-31 | $11M | 135k | 78.28 |
| 2024-12-31 | $8.6M | 116k | 74.01 |
| 2024-09-30 | $6.4M | 99k | 64.81 |
| 2024-06-30 | $7.1M | 96k | 73.69 |
| 2024-03-31 | $6.7M | 92k | 72.34 |
| 2023-12-31 | $6.2M | 90k | 68.80 |
| 2023-09-30 | $5.4M | 99k | 54.90 |
| 2023-06-30 | $3.9M | 70k | 56.69 |
| 2023-03-31 | $3.5M | 66k | 52.38 |
| 2022-12-31 | $485k | 5.8k | 83.32 |
| 2022-09-30 | $442k | 5.8k | 76.55 |
| 2022-06-30 | $404k | 6.4k | 63.17 |
| 2022-03-31 | $556k | 6.6k | 84.26 |
| 2021-12-31 | $533k | 6.3k | 84.14 |
| 2021-09-30 | $433k | 5.9k | 72.92 |
| 2021-06-30 | $406k | 5.6k | 72.76 |
| 2021-03-31 | $334k | 5.1k | 64.99 |
| 2020-12-31 | $207k | 3.9k | 52.97 |
| 2019-12-31 | $224k | 4.7k | 47.54 |
More positions owned by Advisors Capital Management
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