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Charles Schwab Corporation shares owned by Battery Global Advisors

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Battery Global Advisors from 13F filings

Historical chart of Battery Global Advisors investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Battery Global Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Battery Global Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $29k 301 95.41
2025-06-30 $27k 300 91.23
2025-03-31 $23k 299 78.29
2024-12-31 $22k 298 74.02
2024-09-30 $19k 297 64.83

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Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
Morgan Stanley
Fisher Investments
Harris Associates L.P
PRIMECAP Management Company
Artisan Partners Limited Partnership
Massachusetts Financial Services
Northern Trust

View all funds holding Charles Schwab Corporation