Charles Schwab Corporation shares owned by Davis Selected Advisers
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Davis Selected Advisers
from 13F filings
Historical chart of Davis Selected Advisers investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Davis Selected Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28M | 296k | 95.47 |
| 2025-06-30 | $27M | 296k | 91.24 |
| 2025-03-31 | $23M | 298k | 78.28 |
| 2024-12-31 | $22M | 300k | 74.01 |
| 2024-09-30 | $19M | 300k | 64.81 |
| 2024-06-30 | $23M | 305k | 73.69 |
| 2024-03-31 | $22M | 307k | 72.34 |
| 2023-12-31 | $21M | 312k | 68.80 |
| 2023-09-30 | $18M | 322k | 54.90 |
| 2023-06-30 | $19M | 330k | 56.68 |
| 2023-03-31 | $18M | 341k | 52.38 |
| 2022-12-31 | $29M | 349k | 83.26 |
| 2022-09-30 | $59M | 823k | 71.87 |
| 2022-06-30 | $53M | 837k | 63.18 |
| 2022-03-31 | $71M | 846k | 84.31 |
| 2021-12-31 | $72M | 852k | 84.10 |
| 2021-09-30 | $62M | 855k | 72.84 |
| 2021-06-30 | $66M | 911k | 72.81 |
| 2021-03-31 | $60M | 912k | 65.18 |
| 2020-12-31 | $48M | 910k | 53.04 |
| 2020-09-30 | $35M | 957k | 36.23 |
| 2020-06-30 | $33M | 981k | 33.74 |
| 2020-03-31 | $28M | 840k | 33.62 |
| 2019-12-31 | $43M | 901k | 47.56 |
| 2019-09-30 | $39M | 934k | 41.83 |
| 2019-06-30 | $19M | 480k | 40.19 |
| 2019-03-31 | $21M | 490k | 42.76 |
| 2018-12-31 | $21M | 503k | 41.53 |
| 2018-09-30 | $23M | 471k | 49.15 |
| 2018-06-30 | $42M | 819k | 51.10 |
| 2018-03-31 | $43M | 817k | 52.22 |
| 2017-12-31 | $44M | 847k | 51.37 |
| 2017-09-30 | $36M | 828k | 43.74 |
| 2017-06-30 | $35M | 819k | 42.96 |
| 2017-03-31 | $33M | 813k | 40.81 |
| 2016-12-31 | $32M | 808k | 39.47 |
| 2016-09-30 | $510M | 16M | 31.57 |
| 2016-06-30 | $393M | 16M | 25.31 |
| 2016-03-31 | $384M | 14M | 28.02 |
| 2015-12-31 | $488M | 15M | 32.93 |
| 2015-09-30 | $367M | 13M | 28.56 |
| 2015-06-30 | $555M | 17M | 32.65 |
| 2015-03-31 | $530M | 17M | 30.44 |
| 2014-12-31 | $587M | 20M | 30.19 |
| 2014-09-30 | $579M | 20M | 29.39 |
| 2014-06-30 | $534M | 20M | 26.93 |
| 2014-03-31 | $568M | 21M | 27.33 |
| 2013-12-31 | $487M | 19M | 26.00 |
| 2013-09-30 | $403M | 19M | 21.14 |
| 2013-06-30 | $406M | 19M | 21.23 |
| 2013-03-31 | $346M | 20M | 17.69 |
| 2012-12-31 | $260M | 18M | 14.36 |