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Charles Schwab Corporation shares owned by First Citizens Bank & Trust

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by First Citizens Bank & Trust from 13F filings

Historical chart of First Citizens Bank & Trust investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by First Citizens Bank & Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by First Citizens Bank & Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 17k 95.47
2025-06-30 $1.6M 18k 91.24
2025-03-31 $1.5M 19k 78.28
2024-12-31 $1.6M 22k 74.01
2024-09-30 $1.4M 22k 64.81
2024-06-30 $1.6M 21k 73.69
2024-03-31 $1.5M 20k 72.34
2018-06-30 $721k 14k 51.09
2018-03-31 $730k 14k 52.21
2017-12-31 $683k 13k 51.37
2016-12-31 $839k 21k 39.46
2013-09-30 $2.2M 103k 21.14
2013-06-30 $2.1M 99k 21.23