Charles Schwab Corporation shares owned by Ancora Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Ancora Advisors
from 13F filings
Historical chart of Ancora Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Ancora Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 24k | 95.47 |
| 2025-06-30 | $2.3M | 26k | 91.24 |
| 2025-03-31 | $2.2M | 28k | 78.28 |
| 2024-12-31 | $2.2M | 30k | 74.01 |
| 2024-09-30 | $2.0M | 31k | 64.81 |
| 2024-06-30 | $2.5M | 34k | 73.69 |
| 2024-03-31 | $3.0M | 41k | 72.34 |
| 2023-12-31 | $2.8M | 41k | 68.80 |
| 2023-09-30 | $2.2M | 40k | 54.90 |
| 2023-06-30 | $2.2M | 40k | 56.68 |
| 2023-03-31 | $2.4M | 47k | 52.38 |
| 2022-12-31 | $2.5M | 30k | 83.27 |
| 2022-09-30 | $2.2M | 31k | 71.86 |
| 2022-06-30 | $1.9M | 30k | 63.18 |
| 2022-03-31 | $4.5M | 69k | 65.23 |
| 2021-12-31 | $3.4M | 40k | 84.11 |
| 2021-09-30 | $3.1M | 42k | 72.83 |
| 2021-06-30 | $3.8M | 53k | 72.81 |
| 2021-03-31 | $4.5M | 69k | 65.23 |
| 2020-12-31 | $4.7M | 88k | 53.04 |
| 2020-09-30 | $2.9M | 81k | 36.23 |
| 2020-06-30 | $2.5M | 74k | 33.75 |
| 2020-03-31 | $2.5M | 74k | 33.62 |
| 2019-12-31 | $3.3M | 70k | 47.65 |
| 2019-09-30 | $2.5M | 61k | 41.83 |
| 2019-06-30 | $1.9M | 47k | 40.19 |
| 2019-03-31 | $2.0M | 47k | 42.75 |
| 2018-12-31 | $1.9M | 47k | 41.53 |
| 2018-09-30 | $1.9M | 38k | 49.15 |
| 2018-06-30 | $1.9M | 38k | 51.09 |
| 2018-03-31 | $2.1M | 40k | 52.22 |
| 2017-12-31 | $2.0M | 38k | 51.39 |
| 2017-09-30 | $0 | 31k | 0.00 |
| 2017-06-30 | $1.5M | 34k | 43.26 |
| 2017-03-31 | $1.5M | 36k | 41.60 |
| 2016-12-31 | $1.8M | 46k | 39.46 |