Charles Schwab Corporation shares owned by Affinity Capital Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Affinity Capital Advisors
from 13F filings
Historical chart of Affinity Capital Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Affinity Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $386k | 4.2k | 92.71 |
| 2025-06-30 | $380k | 4.2k | 91.25 |
| 2025-03-31 | $401k | 5.2k | 76.97 |
| 2024-12-31 | $255k | 3.5k | 72.27 |
| 2024-09-30 | $291k | 4.5k | 64.82 |
| 2024-03-31 | $325k | 4.5k | 72.35 |
| 2023-12-31 | $469k | 6.8k | 68.80 |
| 2023-09-30 | $239k | 4.4k | 54.91 |
| 2023-06-30 | $247k | 4.4k | 56.69 |
| 2023-03-31 | $233k | 4.4k | 52.38 |
| 2022-12-31 | $331k | 4.0k | 83.27 |
| 2022-09-30 | $271k | 3.8k | 71.90 |
| 2022-06-30 | $238k | 3.8k | 63.15 |
| 2022-03-31 | $318k | 3.8k | 84.37 |
| 2021-12-31 | $371k | 4.4k | 84.18 |
| 2021-09-30 | $282k | 3.9k | 72.79 |
| 2021-06-30 | $282k | 3.9k | 72.89 |
| 2021-03-31 | $261k | 4.0k | 65.18 |
| 2020-12-31 | $212k | 4.0k | 53.03 |