Charles Schwab Corporation shares owned by Clark Capital Management Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Clark Capital Management Group
from 13F filings
Historical chart of Clark Capital Management Group investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Clark Capital Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $288k | 3.0k | 95.47 |
| 2025-06-30 | $249k | 2.7k | 91.23 |
| 2022-12-31 | $97M | 1.2M | 83.26 |
| 2022-09-30 | $80M | 1.1M | 71.87 |
| 2022-06-30 | $45M | 718k | 63.18 |
| 2011-12-31 | $163k | 15k | 11.24 |
| 2011-09-30 | $375k | 33k | 11.26 |
| 2011-06-30 | $571k | 35k | 16.44 |
| 2011-03-31 | $682k | 38k | 18.03 |
More positions owned by Clark Capital Management Group
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