Charles Schwab Corporation shares owned by Ambassador Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Ambassador Advisors
from 13F filings
Historical chart of Ambassador Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Ambassador Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $378k | 4.0k | 95.46 |
| 2025-06-30 | $360k | 3.9k | 91.25 |
| 2025-03-31 | $779k | 10k | 78.28 |
| 2024-12-31 | $737k | 10k | 74.01 |
| 2024-09-30 | $701k | 11k | 64.81 |
| 2024-06-30 | $823k | 11k | 73.69 |
| 2024-03-31 | $863k | 12k | 72.34 |
| 2023-12-31 | $691k | 11k | 62.37 |
| 2023-09-30 | $611k | 11k | 53.96 |
| 2023-06-30 | $727k | 11k | 64.08 |
| 2023-03-31 | $581k | 12k | 47.73 |
| 2022-12-31 | $1.1M | 13k | 83.26 |
| 2022-09-30 | $950k | 13k | 71.87 |
| 2022-06-30 | $1.0M | 16k | 63.18 |
| 2022-03-31 | $2.7M | 16k | 166.67 |
| 2021-12-31 | $2.6M | 16k | 166.67 |
| 2021-09-30 | $0 | 16k | 0.00 |
| 2021-06-30 | $0 | 15k | 0.00 |
| 2021-03-31 | $0 | 15k | 0.00 |
| 2020-09-30 | $605k | 17k | 36.25 |
| 2020-06-30 | $661k | 20k | 33.76 |
| 2020-03-31 | $879k | 26k | 33.64 |
| 2019-12-31 | $1.4M | 30k | 47.56 |
| 2019-09-30 | $1.4M | 32k | 41.84 |