Charles Schwab Corporation shares owned by Equitable Holdings
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Equitable Holdings
from 13F filings
Historical chart of Equitable Holdings investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Equitable Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.6M | 69k | 95.47 |
| 2025-06-30 | $7.1M | 78k | 91.24 |
| 2025-03-31 | $13M | 172k | 78.28 |
| 2024-12-31 | $12M | 166k | 74.01 |
| 2024-09-30 | $10M | 156k | 64.81 |
| 2024-06-30 | $11M | 146k | 73.69 |
| 2024-03-31 | $9.9M | 137k | 72.34 |
| 2023-12-31 | $9.5M | 138k | 68.80 |
| 2023-09-30 | $7.3M | 133k | 54.90 |
| 2023-06-30 | $7.9M | 139k | 56.68 |
| 2023-03-31 | $6.4M | 123k | 52.38 |
| 2022-12-31 | $420k | 5.0k | 83.26 |
| 2022-09-30 | $257k | 3.6k | 71.85 |
| 2022-03-31 | $443k | 5.3k | 84.24 |
| 2021-12-31 | $246k | 2.9k | 83.99 |