Charles Schwab Corporation shares owned by Cache Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Cache Advisors
from 13F filings
Historical chart of Cache Advisors investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Cache Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Cache Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-09-30 | $991k | 10k | 97.74 |
| 2026-06-30 | $247k | 2.7k | 92.27 |
| 2026-03-31 | $251k | 2.7k | 93.98 |