Charles Schwab Corporation shares owned by Cornerstone Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Cornerstone Advisors
from 13F filings
Historical chart of Cornerstone Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Cornerstone Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 119k | 95.47 |
| 2025-06-30 | $12M | 133k | 91.24 |
| 2025-03-31 | $8.4M | 108k | 78.28 |
| 2024-12-31 | $8.0M | 108k | 74.01 |
| 2024-09-30 | $6.9M | 106k | 64.81 |
| 2024-06-30 | $7.8M | 106k | 73.69 |
| 2024-03-31 | $8.1M | 112k | 72.34 |
| 2023-12-31 | $7.5M | 108k | 68.80 |
| 2023-09-30 | $6.9M | 126k | 54.90 |
| 2023-06-30 | $11M | 186k | 56.68 |
| 2023-03-31 | $11M | 205k | 52.38 |
| 2022-12-31 | $17M | 205k | 83.26 |
| 2022-09-30 | $15M | 205k | 71.87 |
| 2022-06-30 | $11M | 170k | 63.18 |
| 2022-03-31 | $10M | 120k | 84.31 |
| 2021-12-31 | $10M | 120k | 84.10 |
| 2021-09-30 | $8.7M | 120k | 72.84 |
| 2021-06-30 | $8.7M | 120k | 72.81 |
| 2021-03-31 | $6.0M | 92k | 65.18 |