Charles Schwab Corporation shares owned by Aspiriant
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Aspiriant
from 13F filings
Historical chart of Aspiriant investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Aspiriant 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 Aspiriant
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 24k | 95.47 |
| 2025-06-30 | $2.3M | 25k | 91.24 |
| 2025-03-31 | $2.0M | 26k | 78.28 |
| 2024-12-31 | $1.9M | 26k | 74.01 |
| 2024-09-30 | $1.6M | 25k | 64.81 |
| 2024-06-30 | $1.9M | 26k | 73.69 |
| 2024-03-31 | $1.9M | 26k | 72.34 |
| 2023-12-31 | $1.8M | 27k | 68.80 |
| 2023-09-30 | $1.4M | 26k | 54.90 |
| 2023-06-30 | $1.5M | 26k | 56.68 |
| 2023-03-31 | $1.4M | 26k | 52.38 |
| 2022-12-31 | $2.2M | 26k | 83.26 |
| 2022-09-30 | $1.8M | 26k | 71.81 |
| 2022-06-30 | $1.7M | 27k | 63.24 |
| 2022-03-31 | $2.2M | 26k | 84.29 |
| 2021-12-31 | $2.1M | 26k | 84.03 |
| 2021-09-30 | $1.8M | 25k | 72.89 |
| 2021-06-30 | $1.8M | 25k | 72.84 |
| 2021-03-31 | $1.6M | 24k | 65.21 |
| 2020-12-31 | $1.3M | 25k | 53.08 |
| 2020-09-30 | $930k | 26k | 36.18 |
| 2020-06-30 | $952k | 28k | 33.84 |
| 2020-03-31 | $1.1M | 32k | 33.73 |
| 2019-12-31 | $1.8M | 37k | 47.63 |
| 2019-09-30 | $1.6M | 39k | 41.94 |
| 2019-06-30 | $1.7M | 42k | 40.14 |
| 2019-03-31 | $2.0M | 46k | 42.76 |
| 2018-12-31 | $2.0M | 49k | 41.50 |
| 2018-09-30 | $2.5M | 51k | 48.95 |
| 2018-06-30 | $2.8M | 54k | 51.11 |
| 2018-03-31 | $2.9M | 56k | 52.23 |
| 2017-12-31 | $282k | 5.5k | 51.35 |
| 2017-09-30 | $2.4M | 55k | 43.74 |
| 2017-06-30 | $2.7M | 63k | 42.96 |
| 2017-03-31 | $2.9M | 71k | 40.82 |
| 2016-12-31 | $2.9M | 75k | 39.47 |
| 2016-09-30 | $2.4M | 76k | 31.57 |
| 2016-06-30 | $3.4M | 104k | 32.65 |
| 2016-03-31 | $2.3M | 83k | 28.02 |