Charles Schwab Corporation shares owned by Empowered Funds
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Empowered Funds
from 13F filings
Historical chart of Empowered Funds investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Empowered Funds consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Charles Schwab Corporation by Empowered Funds
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 169k | 95.47 |
| 2025-06-30 | $6.6M | 72k | 91.24 |
| 2025-03-31 | $4.9M | 62k | 78.28 |
| 2024-12-31 | $3.6M | 49k | 74.01 |
| 2024-09-30 | $1.5M | 23k | 64.81 |
| 2024-06-30 | $1.6M | 22k | 73.69 |
| 2024-03-31 | $1.3M | 19k | 72.34 |
| 2023-09-30 | $1.3M | 25k | 54.90 |
| 2023-06-30 | $669k | 12k | 56.68 |
| 2023-03-31 | $1.2M | 23k | 52.38 |
| 2022-12-31 | $1.7M | 21k | 83.26 |
| 2022-09-30 | $1.3M | 18k | 71.86 |
| 2022-06-30 | $1.0M | 16k | 63.18 |
| 2022-03-31 | $1.4M | 17k | 84.32 |
| 2021-12-31 | $751k | 8.9k | 84.11 |