Charles Schwab Corporation shares owned by FLC Capital Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by FLC Capital Advisors
from 13F filings
Historical chart of FLC Capital Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by FLC Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 13k | 95.47 |
| 2025-06-30 | $1.2M | 14k | 91.24 |
| 2025-03-31 | $1.0M | 13k | 78.28 |
| 2024-12-31 | $949k | 13k | 74.01 |
| 2024-09-30 | $867k | 13k | 64.81 |
| 2024-06-30 | $452k | 6.1k | 73.69 |
| 2024-03-31 | $444k | 6.1k | 72.34 |
| 2023-12-31 | $578k | 8.4k | 68.80 |
| 2023-09-30 | $461k | 8.4k | 54.90 |
| 2023-06-30 | $498k | 8.8k | 56.68 |
| 2023-03-31 | $425k | 8.1k | 52.38 |
| 2022-12-31 | $551k | 6.6k | 83.26 |
| 2022-09-30 | $450k | 6.3k | 71.85 |
| 2022-06-30 | $358k | 5.7k | 63.18 |
| 2022-03-31 | $228k | 2.7k | 84.23 |
| 2021-12-31 | $244k | 2.9k | 83.94 |
| 2021-09-30 | $405k | 5.6k | 72.88 |
| 2021-06-30 | $405k | 5.6k | 72.88 |
| 2021-03-31 | $349k | 5.4k | 65.15 |