Charles Schwab Corporation shares owned by Equitable Trust
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Equitable Trust
from 13F filings
Historical chart of Equitable Trust investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Equitable Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 12k | 95.47 |
| 2025-06-30 | $1.1M | 12k | 91.24 |
| 2025-03-31 | $958k | 12k | 78.28 |
| 2024-12-31 | $999k | 14k | 74.01 |
| 2024-09-30 | $875k | 14k | 64.81 |
| 2024-06-30 | $925k | 13k | 73.69 |
| 2024-03-31 | $407k | 5.6k | 72.34 |
| 2023-12-31 | $283k | 4.1k | 68.80 |
| 2023-09-30 | $226k | 4.1k | 54.90 |
| 2023-06-30 | $233k | 4.1k | 56.68 |
| 2023-03-31 | $300k | 5.7k | 52.38 |
| 2022-12-31 | $490k | 5.9k | 83.26 |
| 2022-09-30 | $510k | 7.1k | 71.92 |
| 2022-06-30 | $448k | 7.1k | 63.24 |
| 2022-03-31 | $408k | 4.8k | 84.38 |
| 2021-12-31 | $433k | 5.1k | 84.23 |
| 2021-09-30 | $339k | 4.7k | 72.94 |
| 2021-06-30 | $339k | 4.7k | 72.94 |
| 2021-03-31 | $531k | 8.2k | 65.10 |
| 2020-12-31 | $433k | 8.2k | 53.04 |
| 2020-09-30 | $295k | 8.2k | 36.17 |
| 2020-06-30 | $275k | 8.2k | 33.76 |
| 2020-03-31 | $756k | 23k | 33.67 |
| 2019-12-31 | $1.0M | 22k | 47.53 |
| 2019-09-30 | $923k | 22k | 41.78 |
| 2019-06-30 | $887k | 22k | 40.15 |
| 2019-03-31 | $949k | 22k | 42.75 |
| 2018-12-31 | $1.1M | 26k | 41.57 |
| 2018-09-30 | $575k | 12k | 49.10 |
| 2018-06-30 | $612k | 12k | 51.11 |