Charles Schwab Corporation shares owned by Cascade Investment Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Cascade Investment Advisors
from 13F filings
Historical chart of Cascade Investment Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Cascade Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.4M | 34k | 99.91 |
| 2025-09-30 | $3.4M | 36k | 95.47 |
| 2025-06-30 | $3.3M | 36k | 91.24 |
| 2025-03-31 | $2.9M | 37k | 78.28 |
| 2024-12-31 | $2.8M | 37k | 74.01 |
| 2024-09-30 | $2.4M | 37k | 64.81 |
| 2024-06-30 | $2.3M | 32k | 73.69 |
| 2024-03-31 | $2.3M | 32k | 72.34 |
| 2023-12-31 | $2.2M | 31k | 68.80 |
| 2023-09-30 | $1.7M | 31k | 54.90 |
| 2023-06-30 | $1.8M | 32k | 56.68 |
| 2023-03-31 | $1.4M | 27k | 52.38 |
| 2022-12-31 | $1.6M | 19k | 83.26 |
| 2022-09-30 | $1.5M | 19k | 79.69 |
| 2022-06-30 | $763k | 12k | 63.18 |
| 2022-03-31 | $1.1M | 13k | 84.31 |
| 2021-12-31 | $1.1M | 13k | 84.10 |
| 2021-09-30 | $982k | 14k | 72.84 |
| 2021-06-30 | $2.0M | 28k | 72.81 |
| 2021-03-31 | $1.9M | 29k | 65.18 |
| 2020-12-31 | $1.5M | 29k | 53.04 |
| 2020-09-30 | $1.1M | 30k | 36.23 |
| 2020-06-30 | $954k | 28k | 33.74 |
| 2020-03-31 | $841k | 25k | 33.62 |
| 2019-12-31 | $916k | 19k | 47.56 |
More positions owned by Cascade Investment Advisors
View all positions for Cascade Investment Advisors