Charles Schwab Corporation shares owned by Ellevest
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Ellevest
from 13F filings
Historical chart of Ellevest investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Ellevest
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $668k | 7.0k | 95.47 |
| 2025-06-30 | $653k | 7.2k | 91.24 |
| 2025-03-31 | $546k | 7.0k | 78.28 |
| 2024-12-31 | $519k | 7.0k | 74.01 |
| 2024-09-30 | $448k | 6.9k | 64.81 |
| 2024-06-30 | $613k | 8.3k | 73.69 |
| 2024-03-31 | $591k | 8.2k | 72.34 |
| 2023-12-31 | $523k | 7.6k | 68.80 |
| 2023-09-30 | $454k | 8.3k | 54.90 |
| 2023-06-30 | $423k | 7.5k | 56.68 |
| 2023-03-31 | $253k | 4.8k | 52.38 |
| 2022-12-31 | $660k | 7.9k | 83.26 |
| 2022-09-30 | $537k | 7.5k | 71.82 |
| 2022-06-30 | $287k | 4.5k | 63.17 |
| 2022-03-31 | $580k | 6.9k | 84.34 |
| 2021-12-31 | $486k | 5.8k | 84.02 |
| 2021-09-30 | $337k | 4.6k | 72.77 |
| 2021-06-30 | $81k | 1.1k | 72.78 |
| 2021-03-31 | $108k | 1.7k | 65.14 |
| 2020-12-31 | $49k | 920 | 53.26 |
| 2020-09-30 | $5.0k | 127 | 39.37 |
| 2020-06-30 | $5.0k | 145 | 34.48 |
| 2020-03-31 | $4.0k | 127 | 31.50 |
| 2019-12-31 | $3.0k | 59 | 50.85 |
| 2019-09-30 | $2.0k | 59 | 33.90 |