Charles Schwab Corporation shares owned by Dimensional Fund Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Dimensional Fund Advisors
from 13F filings
Historical chart of Dimensional Fund Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Dimensional Fund Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $316M | 4.9M | 64.81 |
| 2024-06-30 | $361M | 4.9M | 73.69 |
| 2024-03-31 | $332M | 4.6M | 72.34 |
| 2023-12-31 | $313M | 4.6M | 68.80 |
| 2023-09-30 | $233M | 4.2M | 54.90 |
| 2023-06-30 | $221M | 3.9M | 56.68 |
| 2023-03-31 | $192M | 3.7M | 52.38 |
| 2022-12-31 | $291M | 3.5M | 83.26 |
| 2022-09-30 | $244M | 3.4M | 71.87 |
| 2022-06-30 | $210M | 3.3M | 63.18 |
| 2022-03-31 | $295M | 3.5M | 84.34 |
| 2021-12-31 | $291M | 3.5M | 84.10 |
| 2021-09-30 | $263M | 3.6M | 72.86 |
| 2021-06-30 | $336M | 4.6M | 72.81 |
| 2021-03-31 | $373M | 5.7M | 65.18 |
| 2020-12-31 | $305M | 5.8M | 53.04 |
| 2020-09-30 | $142M | 3.9M | 36.22 |
| 2020-06-30 | $128M | 3.8M | 33.73 |
| 2020-03-31 | $123M | 3.7M | 33.62 |
| 2019-12-31 | $159M | 3.3M | 47.56 |
| 2019-09-30 | $138M | 3.3M | 41.83 |
| 2019-06-30 | $128M | 3.2M | 40.19 |
| 2019-03-31 | $127M | 3.0M | 42.76 |
| 2018-12-31 | $113M | 2.7M | 41.53 |
| 2018-09-30 | $130M | 2.6M | 49.16 |
| 2018-06-30 | $134M | 2.6M | 51.10 |
| 2018-03-31 | $133M | 2.5M | 52.22 |
| 2017-12-31 | $129M | 2.5M | 51.38 |
| 2017-09-30 | $109M | 2.5M | 43.74 |
| 2017-06-30 | $108M | 2.5M | 42.96 |
| 2017-03-31 | $102M | 2.5M | 40.81 |
| 2016-12-31 | $94M | 2.4M | 39.47 |
| 2016-09-30 | $66M | 2.1M | 31.56 |
| 2016-06-30 | $49M | 1.9M | 25.31 |
| 2016-03-31 | $53M | 1.9M | 28.02 |
| 2015-12-31 | $60M | 1.8M | 32.93 |
| 2015-09-30 | $49M | 1.7M | 28.55 |
| 2015-03-31 | $43M | 1.4M | 30.44 |
| 2014-12-31 | $42M | 1.4M | 30.19 |
| 2014-09-30 | $37M | 1.3M | 29.40 |
| 2014-06-30 | $35M | 1.3M | 26.93 |
| 2014-03-31 | $35M | 1.3M | 27.33 |
| 2013-12-31 | $32M | 1.2M | 25.99 |
| 2013-09-30 | $26M | 1.2M | 21.14 |
| 2013-06-30 | $24M | 1.2M | 21.23 |