Charles Schwab Corporation shares owned by Holocene Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Holocene Advisors
from 13F filings
Historical chart of Holocene Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Holocene Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $77M | 804k | 95.47 |
| 2025-06-30 | $141M | 1.5M | 91.24 |
| 2025-03-31 | $90M | 1.2M | 78.28 |
| 2024-12-31 | $59M | 803k | 74.01 |
| 2024-09-30 | $15M | 234k | 64.81 |
| 2024-06-30 | $65M | 883k | 73.69 |
| 2024-03-31 | $19M | 258k | 72.34 |
| 2023-06-30 | $32M | 567k | 56.68 |
| 2023-03-31 | $108M | 2.1M | 52.38 |
| 2021-12-31 | $50M | 593k | 84.10 |
| 2021-09-30 | $12M | 169k | 72.84 |
| 2021-06-30 | $123M | 1.7M | 72.81 |
| 2021-03-31 | $161M | 2.5M | 65.18 |
| 2020-12-31 | $114M | 2.1M | 53.04 |
| 2020-09-30 | $4.1M | 112k | 36.23 |
| 2020-06-30 | $1.9M | 58k | 33.74 |
| 2019-12-31 | $5.6M | 118k | 47.56 |
| 2019-09-30 | $4.5M | 107k | 41.83 |
| 2019-06-30 | $306k | 7.6k | 40.19 |
| 2017-12-31 | $1.0M | 20k | 51.38 |