Charles Schwab Corporation shares owned by Edgemoor Investment Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Edgemoor Investment Advisors
from 13F filings
Historical chart of Edgemoor Investment Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Edgemoor Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 180k | 95.47 |
| 2025-06-30 | $16M | 180k | 91.24 |
| 2025-03-31 | $14M | 178k | 78.28 |
| 2024-12-31 | $13M | 176k | 74.01 |
| 2024-09-30 | $11M | 175k | 64.81 |
| 2024-06-30 | $13M | 175k | 73.69 |
| 2024-03-31 | $13M | 173k | 72.34 |
| 2023-12-31 | $12M | 171k | 68.80 |
| 2023-09-30 | $7.9M | 144k | 54.90 |
| 2023-06-30 | $7.9M | 140k | 56.68 |
More positions owned by Edgemoor Investment Advisors
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