Charles Schwab Corporation shares owned by Ethic
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Ethic
from 13F filings
Historical chart of Ethic investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Ethic
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 177k | 95.47 |
| 2025-06-30 | $16M | 173k | 89.98 |
| 2024-12-31 | $11M | 153k | 74.01 |
| 2024-09-30 | $9.6M | 132k | 72.34 |
| 2024-03-31 | $9.6M | 132k | 72.34 |
| 2023-09-30 | $7.0M | 128k | 54.90 |
| 2023-06-30 | $6.0M | 105k | 56.68 |
| 2023-03-31 | $5.0M | 95k | 52.38 |
| 2022-12-31 | $7.2M | 86k | 83.26 |
| 2022-09-30 | $7.1M | 98k | 71.87 |
| 2022-06-30 | $5.4M | 86k | 63.18 |
| 2022-03-31 | $6.5M | 77k | 84.31 |
| 2021-12-31 | $5.7M | 68k | 84.10 |
| 2021-09-30 | $4.2M | 57k | 72.85 |
| 2021-06-30 | $3.3M | 46k | 72.81 |
| 2021-03-31 | $2.1M | 32k | 65.19 |
| 2020-12-31 | $942k | 18k | 53.04 |
| 2020-09-30 | $355k | 9.8k | 36.21 |