Charles Schwab Corporation shares owned by Franklin Street Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Franklin Street Advisors
from 13F filings
Historical chart of Franklin Street Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Franklin Street Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 13k | 95.47 |
| 2025-06-30 | $1.2M | 13k | 91.28 |
| 2025-03-31 | $1.0M | 13k | 78.26 |
| 2024-12-31 | $972k | 13k | 73.97 |
| 2024-09-30 | $906k | 14k | 64.79 |
| 2024-06-30 | $19M | 257k | 73.69 |
| 2024-03-31 | $14M | 188k | 72.34 |
| 2023-12-31 | $9.7M | 140k | 68.80 |
| 2023-09-30 | $1.1M | 19k | 54.91 |
| 2023-06-30 | $1.1M | 19k | 56.66 |
| 2023-03-31 | $1.0M | 19k | 52.39 |
| 2022-12-31 | $1.5M | 18k | 83.28 |
| 2022-09-30 | $1.4M | 20k | 71.86 |
| 2022-06-30 | $1.2M | 20k | 63.19 |
| 2022-03-31 | $1.5M | 17k | 84.34 |
| 2021-12-31 | $1.6M | 19k | 84.09 |
| 2021-09-30 | $1.4M | 20k | 72.83 |
| 2021-06-30 | $1.4M | 20k | 72.83 |
| 2021-03-31 | $1.3M | 20k | 65.17 |
| 2020-12-31 | $1.1M | 20k | 53.03 |
| 2020-09-30 | $723k | 20k | 36.25 |
| 2020-06-30 | $616k | 18k | 33.75 |
| 2020-03-31 | $614k | 18k | 33.64 |
| 2019-12-31 | $820k | 17k | 47.56 |
| 2019-09-30 | $679k | 16k | 41.81 |
| 2019-06-30 | $573k | 14k | 40.22 |
| 2019-03-31 | $609k | 14k | 42.75 |
| 2018-12-31 | $288k | 6.9k | 41.47 |
| 2018-09-30 | $341k | 6.9k | 49.10 |
| 2018-06-30 | $329k | 6.4k | 51.05 |