Charles Schwab Corporation shares owned by Advocate Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Advocate Group
from 13F filings
Historical chart of Advocate Group investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Advocate Group 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 Advocate Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $9.0M | 121k | 74.01 |
| 2024-09-30 | $7.9M | 121k | 64.81 |
| 2024-06-30 | $8.8M | 119k | 73.69 |
| 2024-03-31 | $8.5M | 118k | 72.34 |
| 2023-12-31 | $8.0M | 116k | 68.80 |
| 2023-09-30 | $6.1M | 112k | 54.90 |
| 2023-06-30 | $5.6M | 98k | 56.68 |
| 2023-03-31 | $3.6M | 69k | 52.38 |
| 2022-12-31 | $5.7M | 68k | 83.26 |
| 2022-09-30 | $4.5M | 63k | 71.87 |
| 2022-06-30 | $3.9M | 62k | 63.19 |