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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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Quarterly 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