Charles Schwab Corporation shares owned by CalPERS
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by CalPERS
from 13F filings
Historical chart of CalPERS investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by CalPERS consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by CalPERS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $307M | 3.2M | 95.47 |
| 2025-06-30 | $269M | 2.9M | 91.24 |
| 2025-03-31 | $242M | 3.1M | 78.28 |
| 2024-12-31 | $210M | 2.8M | 74.01 |
| 2024-09-30 | $193M | 3.0M | 64.81 |
| 2024-06-30 | $196M | 2.7M | 73.69 |
| 2024-03-31 | $189M | 2.6M | 72.34 |
| 2023-12-31 | $185M | 2.7M | 68.80 |
| 2023-09-30 | $154M | 2.8M | 54.90 |
| 2023-06-30 | $156M | 2.8M | 56.68 |
| 2023-03-31 | $200M | 3.8M | 52.38 |
| 2022-12-31 | $283M | 3.4M | 83.26 |
| 2022-09-30 | $248M | 3.4M | 71.87 |
| 2022-06-30 | $183M | 2.9M | 63.18 |
| 2022-03-31 | $255M | 3.0M | 84.31 |
| 2021-12-31 | $272M | 3.2M | 84.10 |
| 2021-09-30 | $247M | 3.4M | 72.84 |
| 2021-06-30 | $256M | 3.5M | 72.81 |
| 2021-03-31 | $205M | 3.1M | 65.18 |
| 2020-12-31 | $174M | 3.3M | 53.04 |
| 2020-09-30 | $96M | 2.7M | 36.23 |
| 2020-06-30 | $88M | 2.6M | 33.74 |
| 2020-03-31 | $87M | 2.6M | 33.62 |
| 2019-12-31 | $133M | 2.8M | 47.56 |
| 2019-09-30 | $111M | 2.6M | 41.83 |
| 2019-06-30 | $77M | 1.9M | 40.19 |
| 2019-03-31 | $83M | 2.0M | 42.76 |
| 2018-12-31 | $82M | 2.0M | 41.53 |
| 2018-09-30 | $106M | 2.2M | 49.15 |
| 2018-06-30 | $117M | 2.3M | 51.10 |
| 2018-03-31 | $131M | 2.5M | 52.22 |
| 2017-12-31 | $137M | 2.7M | 51.37 |
| 2017-09-30 | $116M | 2.7M | 43.74 |
| 2017-06-30 | $102M | 2.4M | 42.96 |
| 2017-03-31 | $96M | 2.3M | 40.81 |
| 2016-12-31 | $94M | 2.4M | 39.47 |
| 2016-09-30 | $78M | 2.5M | 31.57 |
| 2016-06-30 | $69M | 2.7M | 25.31 |
| 2016-03-31 | $79M | 2.8M | 28.02 |
| 2015-12-31 | $101M | 3.1M | 32.93 |
| 2015-09-30 | $87M | 3.0M | 28.56 |
| 2015-06-30 | $104M | 3.2M | 32.65 |
| 2015-03-31 | $93M | 3.1M | 30.44 |
| 2014-12-31 | $97M | 3.6M | 26.81 |
| 2014-09-30 | $95M | 3.2M | 29.39 |
| 2014-06-30 | $89M | 3.3M | 26.93 |
| 2014-03-31 | $87M | 3.4M | 25.67 |
| 2013-12-31 | $88M | 3.4M | 25.74 |
| 2013-09-30 | $70M | 3.3M | 21.14 |
| 2013-06-30 | $70M | 3.3M | 21.23 |
| 2013-03-31 | $64M | 3.6M | 17.69 |
| 2012-12-31 | $52M | 3.6M | 14.36 |
| 2012-09-30 | $47M | 3.7M | 12.79 |
| 2012-06-30 | $49M | 3.8M | 12.93 |
| 2012-03-31 | $50M | 3.4M | 14.37 |
| 2011-06-30 | $50M | 3.1M | 16.45 |
| 2011-03-31 | $54M | 3.0M | 18.03 |