Charles Schwab Corporation shares owned by Court Place Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Court Place Advisors
from 13F filings
Historical chart of Court Place Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Court Place Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $334k | 3.5k | 95.47 |
| 2025-06-30 | $338k | 3.7k | 91.24 |
| 2025-03-31 | $298k | 3.8k | 78.28 |
| 2024-12-31 | $296k | 4.0k | 74.01 |
| 2024-09-30 | $266k | 4.7k | 56.67 |
| 2024-06-30 | $317k | 4.3k | 73.69 |
| 2024-03-31 | $322k | 4.5k | 72.34 |
| 2023-12-31 | $320k | 4.7k | 68.80 |
| 2023-09-30 | $255k | 4.7k | 54.90 |
| 2023-06-30 | $272k | 4.8k | 56.68 |
| 2023-03-31 | $251k | 4.8k | 52.38 |
| 2022-12-31 | $416k | 5.0k | 83.20 |
| 2022-09-30 | $385k | 5.4k | 71.96 |
| 2022-06-30 | $347k | 5.5k | 63.09 |
| 2022-03-31 | $464k | 5.5k | 84.36 |
| 2021-12-31 | $479k | 5.7k | 84.04 |
| 2021-09-30 | $415k | 5.7k | 72.81 |
| 2021-06-30 | $415k | 5.7k | 72.81 |
| 2021-03-31 | $372k | 5.7k | 65.26 |
| 2020-12-31 | $302k | 5.7k | 52.98 |
| 2020-09-30 | $207k | 5.7k | 36.32 |
| 2019-12-31 | $271k | 5.7k | 47.54 |
| 2019-09-30 | $238k | 5.7k | 41.75 |
| 2019-06-30 | $241k | 6.0k | 40.17 |
| 2019-03-31 | $257k | 6.0k | 42.83 |
| 2018-12-31 | $249k | 6.0k | 41.50 |
| 2018-09-30 | $295k | 6.0k | 49.17 |
| 2018-06-30 | $321k | 6.3k | 51.16 |
| 2018-03-31 | $336k | 6.4k | 52.30 |
| 2017-12-31 | $330k | 6.4k | 51.36 |
| 2017-09-30 | $281k | 6.4k | 43.74 |
| 2017-06-30 | $297k | 6.9k | 42.89 |
| 2017-03-31 | $283k | 6.9k | 40.87 |
| 2016-12-31 | $273k | 6.9k | 39.42 |
| 2016-09-30 | $219k | 6.9k | 31.62 |
| 2016-03-31 | $194k | 6.9k | 28.01 |
| 2015-12-31 | $228k | 6.9k | 32.92 |
| 2015-06-30 | $264k | 8.1k | 32.69 |
| 2015-03-31 | $246k | 8.1k | 30.46 |
| 2014-12-31 | $244k | 8.1k | 30.22 |
| 2014-09-30 | $237k | 8.1k | 29.35 |
| 2014-06-30 | $217k | 8.1k | 26.87 |
| 2014-03-31 | $221k | 8.1k | 27.37 |
| 2013-12-31 | $210k | 8.1k | 26.01 |
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