Charles Schwab Corporation shares owned by American Capital Advisory
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by American Capital Advisory
from 13F filings
Historical chart of American Capital Advisory investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by American Capital Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by American Capital Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $38k | 395 | 95.47 |
| 2025-06-30 | $36k | 395 | 91.24 |
| 2025-03-31 | $31k | 395 | 78.28 |
| 2024-12-31 | $29k | 395 | 74.01 |
| 2024-09-30 | $26k | 395 | 64.81 |
| 2024-06-30 | $27k | 395 | 68.80 |
| 2023-12-31 | $27k | 395 | 68.80 |