Charles Schwab Corporation shares owned by Farther Finance Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Farther Finance Advisors
from 13F filings
Historical chart of Farther Finance Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Farther Finance Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $6.3M | 63k | 99.91 |
| 2025-09-30 | $1.8M | 19k | 95.47 |
| 2025-06-30 | $1.5M | 17k | 91.24 |
| 2025-03-31 | $1.1M | 14k | 77.67 |
| 2024-12-31 | $820k | 11k | 74.01 |
| 2024-09-30 | $1.8M | 27k | 64.81 |
| 2024-06-30 | $2.0M | 27k | 73.42 |
| 2024-03-31 | $2.0M | 28k | 72.37 |
| 2023-12-31 | $1.9M | 27k | 68.80 |
| 2023-09-30 | $1.2M | 22k | 54.90 |
| 2023-06-30 | $750k | 13k | 56.68 |
| 2023-03-31 | $142k | 2.7k | 52.38 |
| 2022-12-31 | $62k | 746 | 83.27 |