Charles Schwab Corporation shares owned by HighTower Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by HighTower Advisors
from 13F filings
Historical chart of HighTower Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by HighTower Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $38M | 398k | 95.47 |
| 2025-06-30 | $33M | 358k | 91.24 |
| 2025-03-31 | $29M | 376k | 78.28 |
| 2024-12-31 | $30M | 401k | 74.01 |
| 2024-09-30 | $27M | 408k | 64.78 |
| 2024-06-30 | $49M | 667k | 73.69 |
| 2024-03-31 | $44M | 608k | 72.30 |
| 2023-12-31 | $40M | 573k | 68.84 |
| 2023-09-30 | $32M | 590k | 54.85 |
| 2023-06-30 | $41M | 716k | 56.70 |
| 2023-03-31 | $26M | 489k | 52.34 |
| 2022-12-31 | $21M | 251k | 83.16 |
| 2022-09-30 | $17M | 239k | 71.84 |
| 2022-06-30 | $15M | 231k | 63.20 |
| 2022-03-31 | $19M | 220k | 84.28 |
| 2021-12-31 | $18M | 211k | 84.11 |
| 2021-09-30 | $19M | 257k | 72.83 |
| 2021-06-30 | $18M | 242k | 72.80 |
| 2021-03-31 | $16M | 244k | 65.20 |
| 2020-12-31 | $13M | 253k | 53.02 |
| 2020-09-30 | $9.4M | 259k | 36.18 |
| 2020-06-30 | $9.1M | 270k | 33.75 |
| 2020-03-31 | $9.2M | 274k | 33.66 |
| 2019-12-31 | $11M | 238k | 47.59 |
| 2019-09-30 | $7.5M | 179k | 41.78 |
| 2019-06-30 | $7.2M | 179k | 40.19 |
| 2019-03-31 | $8.0M | 188k | 42.79 |
| 2018-12-31 | $8.8M | 213k | 41.46 |
| 2018-09-30 | $12M | 241k | 49.05 |
| 2018-06-30 | $13M | 259k | 51.16 |
| 2018-03-31 | $13M | 255k | 52.22 |
| 2017-12-31 | $13M | 257k | 51.38 |
| 2017-09-30 | $9.9M | 227k | 43.68 |
| 2017-06-30 | $9.4M | 219k | 42.96 |
| 2017-03-31 | $8.7M | 213k | 40.80 |
| 2016-12-31 | $8.6M | 219k | 39.46 |
| 2016-09-30 | $11M | 343k | 31.55 |
| 2016-06-30 | $8.6M | 339k | 25.29 |
| 2016-03-31 | $7.5M | 268k | 28.02 |
| 2015-12-31 | $9.4M | 287k | 32.93 |
| 2015-09-30 | $6.0M | 212k | 28.56 |
| 2015-06-30 | $6.9M | 212k | 32.65 |
| 2015-03-31 | $6.4M | 210k | 30.40 |
| 2014-12-31 | $5.9M | 195k | 30.19 |
| 2014-09-30 | $5.6M | 192k | 29.39 |
| 2014-06-30 | $9.0M | 332k | 26.93 |
| 2014-03-31 | $9.8M | 358k | 27.33 |
| 2013-12-31 | $9.3M | 357k | 26.00 |
| 2013-09-30 | $7.4M | 348k | 21.14 |
| 2013-06-30 | $8.0M | 375k | 21.23 |
| 2012-06-30 | $4.1M | 316k | 12.93 |
| 2012-03-31 | $4.5M | 311k | 14.37 |
| 2011-09-30 | $116k | 10k | 11.27 |