Charles Schwab Corporation shares owned by IFP Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by IFP Advisors
from 13F filings
Historical chart of IFP Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $6.0M | 64k | 93.98 |
| 2025-12-31 | $5.0M | 51k | 99.91 |
| 2025-09-30 | $2.0M | 21k | 95.47 |
| 2025-06-30 | $1.8M | 20k | 91.24 |
| 2025-03-31 | $1.8M | 22k | 78.28 |
| 2024-12-31 | $1.6M | 22k | 74.01 |
| 2024-09-30 | $1.4M | 22k | 64.81 |
| 2024-06-30 | $1.6M | 21k | 73.69 |
| 2024-03-31 | $1.6M | 22k | 72.34 |
| 2023-12-31 | $1.9M | 28k | 68.80 |
| 2023-09-30 | $2.7M | 49k | 54.90 |
| 2023-06-30 | $1.0M | 28k | 37.53 |
| 2023-03-31 | $801k | 21k | 37.53 |
| 2022-12-31 | $509k | 12k | 41.40 |
| 2022-09-30 | $650k | 15k | 43.69 |
| 2022-06-30 | $551k | 12k | 44.60 |
| 2022-03-31 | $490k | 12k | 39.69 |
| 2021-12-31 | $887k | 10k | 85.49 |
| 2021-09-30 | $733k | 9.9k | 73.69 |
| 2021-06-30 | $562k | 7.6k | 73.51 |
| 2021-03-31 | $574k | 8.8k | 65.11 |
| 2020-12-31 | $476k | 8.9k | 53.38 |
| 2020-09-30 | $153k | 4.2k | 36.39 |
| 2020-06-30 | $130k | 3.9k | 33.35 |
| 2020-03-31 | $155k | 4.7k | 32.93 |
| 2019-12-31 | $204k | 4.4k | 46.90 |
| 2019-09-30 | $255k | 6.4k | 40.04 |
| 2019-03-31 | $75k | 1.8k | 42.81 |
| 2018-12-31 | $330k | 8.0k | 41.03 |
| 2018-09-30 | $405k | 8.2k | 49.17 |
| 2018-06-30 | $355k | 7.0k | 51.04 |
| 2018-03-31 | $353k | 6.8k | 52.23 |
| 2017-12-31 | $513k | 10k | 51.37 |
| 2017-09-30 | $337k | 7.7k | 43.73 |
| 2017-06-30 | $333k | 7.7k | 42.97 |
| 2017-03-31 | $250k | 6.1k | 40.81 |
| 2016-12-31 | $342k | 8.7k | 39.47 |
| 2016-09-30 | $345k | 11k | 31.55 |
| 2016-06-30 | $392k | 16k | 25.29 |
| 2016-03-31 | $413k | 15k | 28.02 |
| 2015-12-31 | $374k | 11k | 32.92 |