Charles Schwab Corporation shares owned by Capital Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Capital Advisors 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 Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 30k | 95.47 |
| 2025-06-30 | $2.7M | 30k | 91.24 |
| 2025-03-31 | $2.3M | 30k | 78.28 |
| 2024-12-31 | $2.2M | 30k | 74.01 |
| 2024-09-30 | $1.9M | 30k | 64.81 |
| 2024-06-30 | $2.2M | 30k | 73.69 |
| 2024-03-31 | $2.1M | 29k | 72.34 |
| 2023-12-31 | $2.0M | 28k | 68.80 |
| 2023-09-30 | $1.6M | 28k | 54.90 |
| 2023-06-30 | $1.6M | 29k | 56.68 |
| 2023-03-31 | $1.5M | 28k | 52.38 |
| 2022-12-31 | $2.3M | 27k | 83.26 |
| 2022-09-30 | $1.9M | 28k | 68.98 |
| 2022-06-30 | $816k | 13k | 63.22 |
| 2022-03-31 | $1.1M | 13k | 84.34 |
| 2021-12-31 | $1.1M | 13k | 84.13 |
| 2021-09-30 | $933k | 13k | 72.82 |
| 2021-06-30 | $932k | 13k | 72.78 |
| 2021-03-31 | $852k | 13k | 65.17 |
| 2020-12-31 | $689k | 13k | 53.04 |
| 2020-09-30 | $429k | 12k | 36.27 |
| 2019-12-31 | $265k | 5.6k | 47.58 |
| 2019-09-30 | $207k | 5.1k | 40.20 |
| 2019-06-30 | $207k | 5.1k | 40.20 |
| 2015-06-30 | $327k | 10k | 32.65 |
| 2015-03-31 | $304k | 10k | 30.44 |
| 2014-12-31 | $483k | 16k | 30.19 |
| 2014-09-30 | $470k | 16k | 29.39 |
| 2014-06-30 | $539k | 20k | 26.93 |
| 2014-03-31 | $547k | 20k | 27.33 |
| 2013-12-31 | $751k | 29k | 26.00 |
| 2013-09-30 | $611k | 29k | 21.14 |
| 2013-06-30 | $614k | 29k | 21.23 |