Charles Schwab Corporation shares owned by Cambridge Investment Research Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Cambridge Investment Research Advisors
from 13F filings
Historical chart of Cambridge Investment Research Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Cambridge Investment Research Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $18M | 176k | 99.91 |
| 2025-09-30 | $17M | 172k | 95.47 |
| 2025-06-30 | $15M | 161k | 91.24 |
| 2025-03-31 | $13M | 172k | 78.28 |
| 2024-12-31 | $14M | 192k | 74.01 |
| 2024-09-30 | $14M | 211k | 64.81 |
| 2024-06-30 | $15M | 199k | 73.69 |
| 2024-03-31 | $16M | 224k | 72.34 |
| 2023-12-31 | $15M | 221k | 68.80 |
| 2023-09-30 | $18M | 334k | 54.90 |
| 2023-06-30 | $19M | 339k | 56.68 |
| 2023-03-31 | $12M | 226k | 52.38 |
| 2022-12-31 | $7.5M | 90k | 83.26 |
| 2022-09-30 | $6.3M | 88k | 71.87 |
| 2022-06-30 | $5.3M | 84k | 63.19 |
| 2022-03-31 | $7.1M | 85k | 84.31 |
| 2021-12-31 | $7.3M | 87k | 84.10 |
| 2021-09-30 | $6.1M | 84k | 72.84 |
| 2021-06-30 | $6.3M | 87k | 72.81 |
| 2021-03-31 | $5.2M | 81k | 65.18 |
| 2020-12-31 | $4.2M | 79k | 53.04 |
| 2020-09-30 | $3.2M | 89k | 36.24 |
| 2020-06-30 | $2.4M | 70k | 33.74 |
| 2020-03-31 | $1.8M | 54k | 33.61 |
| 2019-12-31 | $3.2M | 66k | 47.56 |
| 2019-09-30 | $2.6M | 62k | 41.83 |
| 2019-06-30 | $2.3M | 56k | 40.19 |
| 2019-03-31 | $2.8M | 66k | 42.77 |
| 2018-12-31 | $2.5M | 61k | 41.53 |
| 2018-09-30 | $1.8M | 37k | 49.14 |
| 2018-06-30 | $1.7M | 34k | 51.09 |
| 2018-03-31 | $1.2M | 23k | 52.23 |
| 2017-12-31 | $1.1M | 21k | 51.37 |
| 2017-09-30 | $846k | 19k | 43.75 |
| 2017-06-30 | $607k | 14k | 42.97 |
| 2017-03-31 | $811k | 20k | 40.82 |
| 2016-12-31 | $789k | 20k | 39.46 |
| 2016-09-30 | $334k | 11k | 31.59 |
| 2016-06-30 | $760k | 30k | 25.30 |
| 2016-03-31 | $1.1M | 38k | 28.02 |
| 2015-12-31 | $1.3M | 40k | 32.93 |
| 2015-09-30 | $1.1M | 40k | 28.57 |
| 2015-06-30 | $1.4M | 43k | 32.64 |
| 2015-03-31 | $1.2M | 40k | 30.43 |
| 2014-12-31 | $1.0M | 34k | 30.20 |
| 2014-09-30 | $970k | 33k | 29.39 |
| 2014-06-30 | $806k | 30k | 26.94 |
| 2014-03-31 | $631k | 23k | 27.34 |
| 2013-12-31 | $463k | 18k | 25.98 |
| 2013-09-30 | $398k | 19k | 21.16 |
| 2013-06-30 | $430k | 20k | 21.23 |
More positions owned by Cambridge Investment Research Advisors
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