Charles Schwab Corporation shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by HBK Sorce Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 33k | 93.79 |
| 2025-06-30 | $2.5M | 28k | 91.24 |
| 2025-03-31 | $2.1M | 27k | 78.28 |
| 2024-12-31 | $2.0M | 27k | 74.01 |
| 2024-09-30 | $1.7M | 26k | 64.81 |
| 2024-06-30 | $2.0M | 27k | 73.69 |
| 2024-03-31 | $1.9M | 27k | 72.34 |
| 2023-12-31 | $1.8M | 26k | 68.80 |
| 2023-09-30 | $1.4M | 26k | 54.90 |
| 2023-06-30 | $1.5M | 26k | 56.68 |
| 2023-03-31 | $315k | 4.0k | 79.59 |
| 2019-12-31 | $223k | 4.7k | 47.58 |
| 2019-06-30 | $212k | 5.3k | 40.19 |
| 2019-03-31 | $377k | 8.8k | 42.74 |
| 2018-12-31 | $344k | 8.3k | 41.52 |
| 2018-09-30 | $303k | 6.2k | 49.12 |
| 2018-06-30 | $332k | 6.5k | 51.04 |
| 2016-03-31 | $236k | 8.4k | 28.02 |
| 2015-12-31 | $203k | 6.2k | 32.87 |
| 2015-06-30 | $203k | 6.2k | 32.57 |