Charles Schwab Corporation shares owned by Investment Advisory Services
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Investment Advisory Services
from 13F filings
Historical chart of Investment Advisory Services investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 25k | 95.47 |
| 2025-06-30 | $2.3M | 25k | 91.24 |
| 2025-03-31 | $2.0M | 25k | 78.28 |
| 2024-12-31 | $1.9M | 26k | 74.01 |
| 2024-09-30 | $1.7M | 26k | 64.81 |
| 2024-06-30 | $2.0M | 27k | 73.69 |
| 2024-03-31 | $2.1M | 29k | 72.34 |
| 2023-12-31 | $2.0M | 29k | 68.80 |
| 2023-09-30 | $1.7M | 30k | 54.90 |
| 2023-06-30 | $1.8M | 31k | 56.68 |
| 2023-03-31 | $1.7M | 33k | 51.92 |
| 2022-12-31 | $2.7M | 33k | 83.26 |
| 2022-09-30 | $2.3M | 33k | 71.86 |
| 2022-06-30 | $2.0M | 32k | 63.19 |
| 2022-03-31 | $2.7M | 33k | 84.29 |
| 2021-12-31 | $2.7M | 32k | 84.11 |
| 2021-09-30 | $2.4M | 32k | 72.84 |
| 2021-06-30 | $2.4M | 33k | 72.80 |
| 2020-12-31 | $1.7M | 32k | 53.03 |
| 2020-09-30 | $1.2M | 32k | 36.23 |
| 2020-06-30 | $1.1M | 32k | 33.75 |
| 2020-03-31 | $1.1M | 34k | 33.62 |
| 2019-12-31 | $1.5M | 32k | 47.57 |
More positions owned by Investment Advisory Services
View all positions for Investment Advisory Services