Charles Schwab Corporation shares owned by CLS Investments
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by CLS Investments
from 13F filings
Historical chart of CLS Investments investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by CLS Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 161k | 95.47 |
| 2025-06-30 | $16M | 177k | 91.24 |
| 2025-03-31 | $12M | 151k | 78.28 |
| 2024-12-31 | $18M | 192k | 91.25 |
| 2024-09-30 | $7.9M | 122k | 64.81 |
| 2024-06-30 | $8.9M | 121k | 73.69 |
| 2024-03-31 | $9.8M | 135k | 72.34 |
| 2023-12-31 | $8.4M | 125k | 67.80 |
| 2023-09-30 | $8.0M | 145k | 54.90 |
| 2023-06-30 | $7.6M | 135k | 56.68 |
| 2023-03-31 | $3.5M | 68k | 52.38 |
| 2022-12-31 | $4.8M | 58k | 83.26 |
| 2022-09-30 | $4.3M | 60k | 71.88 |
| 2022-06-30 | $3.3M | 53k | 63.18 |
| 2022-03-31 | $4.9M | 58k | 84.38 |
| 2021-12-31 | $5.0M | 59k | 84.10 |
| 2021-09-30 | $4.2M | 57k | 72.81 |
| 2021-06-30 | $4.2M | 57k | 72.81 |
| 2021-03-31 | $3.3M | 50k | 65.18 |
| 2020-12-31 | $6.5M | 123k | 53.04 |
| 2020-09-30 | $2.1M | 58k | 36.24 |
| 2019-12-31 | $20k | 425 | 47.06 |
| 2019-09-30 | $17k | 408 | 41.67 |
| 2019-06-30 | $2.0k | 38 | 52.63 |
| 2019-03-31 | $53k | 1.2k | 43.09 |
| 2015-12-31 | $0 | 2 | 0.00 |