Charles Schwab Corporation shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Kestra 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 Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $24M | 326k | 73.22 |
| 2024-03-31 | $8.7M | 121k | 72.34 |
| 2023-12-31 | $9.2M | 134k | 68.80 |
| 2023-09-30 | $7.4M | 135k | 54.90 |
| 2023-06-30 | $12M | 209k | 56.68 |
| 2023-03-31 | $3.4M | 64k | 52.38 |
| 2022-12-31 | $4.2M | 50k | 83.26 |
| 2022-09-30 | $3.6M | 51k | 71.88 |
| 2022-06-30 | $2.6M | 41k | 63.18 |
| 2022-03-31 | $2.3M | 27k | 84.31 |
| 2021-12-31 | $2.5M | 29k | 84.10 |
| 2021-09-30 | $3.1M | 43k | 72.84 |
| 2021-06-30 | $2.6M | 36k | 72.80 |
| 2021-03-31 | $2.0M | 30k | 65.20 |
| 2020-12-31 | $837k | 16k | 52.39 |
| 2020-09-30 | $252k | 100 | 2520.00 |