Charles Schwab Corporation shares owned by Capital Analysts
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Capital Analysts
from 13F filings
Historical chart of Capital Analysts investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Capital Analysts consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Capital Analysts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 53k | 95.48 |
| 2025-06-30 | $4.9M | 53k | 91.25 |
| 2025-03-31 | $4.1M | 53k | 78.27 |
| 2024-12-31 | $3.7M | 50k | 74.01 |
| 2024-09-30 | $3.1M | 48k | 64.81 |
| 2024-06-30 | $3.1M | 42k | 73.68 |
| 2024-03-31 | $2.8M | 39k | 72.33 |
| 2023-12-31 | $2.6M | 38k | 68.80 |
| 2023-09-30 | $2.0M | 37k | 54.91 |
| 2023-06-30 | $2.0M | 36k | 56.67 |
| 2023-03-31 | $1.9M | 35k | 52.39 |
| 2022-12-31 | $10k | 123 | 81.30 |
| 2022-09-30 | $9.0k | 123 | 73.17 |
| 2022-06-30 | $8.0k | 123 | 65.04 |
| 2022-03-31 | $10k | 123 | 81.30 |
| 2021-12-31 | $78k | 923 | 84.51 |
| 2021-09-30 | $9.0k | 123 | 73.17 |
| 2021-06-30 | $21k | 291 | 72.16 |
| 2021-03-31 | $8.0k | 123 | 65.04 |
| 2020-12-31 | $7.0k | 123 | 56.91 |
| 2020-09-30 | $4.0k | 123 | 32.52 |
| 2020-06-30 | $4.0k | 123 | 32.52 |
| 2020-03-31 | $4.0k | 123 | 32.52 |
| 2019-12-31 | $6.0k | 123 | 48.78 |
| 2019-09-30 | $5.0k | 123 | 40.65 |
| 2019-06-30 | $7.0k | 173 | 40.46 |
| 2019-03-31 | $5.0k | 123 | 40.65 |
| 2015-12-31 | $2.6M | 80k | 32.93 |