Charles Schwab Corporation shares owned by First National Advisers
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by First National Advisers
from 13F filings
Historical chart of First National Advisers investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by First National Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $5.1M | 51k | 99.92 |
| 2025-09-30 | $708k | 7.4k | 95.47 |
| 2025-06-30 | $676k | 7.4k | 91.24 |
| 2025-03-31 | $814k | 10k | 78.28 |
| 2024-12-31 | $1.1M | 15k | 74.01 |
| 2024-09-30 | $1.6M | 24k | 64.81 |
| 2024-03-31 | $2.2M | 30k | 72.34 |
| 2023-12-31 | $2.2M | 32k | 68.80 |
| 2023-09-30 | $2.2M | 39k | 54.90 |