Charles Schwab Corporation shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 134k | 95.47 |
| 2025-06-30 | $12M | 128k | 91.24 |
| 2025-03-31 | $10M | 129k | 78.28 |
| 2024-12-31 | $9.7M | 131k | 74.01 |
| 2024-09-30 | $9.1M | 141k | 64.81 |
| 2024-06-30 | $12M | 157k | 73.69 |
| 2024-03-31 | $11M | 148k | 72.34 |
| 2023-12-31 | $3.0M | 44k | 68.80 |
| 2023-09-30 | $1.8M | 34k | 54.90 |
| 2023-06-30 | $2.1M | 36k | 56.68 |
| 2023-03-31 | $1.9M | 36k | 52.38 |
| 2022-12-31 | $3.0M | 36k | 83.26 |
| 2022-09-30 | $2.5M | 34k | 71.86 |
| 2022-06-30 | $2.5M | 40k | 63.19 |
| 2022-03-31 | $12M | 137k | 84.31 |
| 2021-12-31 | $3.2M | 38k | 84.09 |
| 2021-09-30 | $1.8M | 25k | 72.85 |
| 2021-06-30 | $1.8M | 25k | 72.82 |
| 2021-03-31 | $1.7M | 26k | 65.19 |
| 2020-12-31 | $1.3M | 25k | 53.04 |
| 2020-09-30 | $875k | 24k | 36.24 |
| 2020-06-30 | $809k | 24k | 33.73 |
| 2020-03-31 | $948k | 28k | 33.63 |
| 2019-12-31 | $1.6M | 33k | 47.55 |
| 2019-09-30 | $1.1M | 26k | 41.83 |
| 2019-06-30 | $1.2M | 29k | 40.20 |
| 2019-03-31 | $1.2M | 27k | 42.74 |
| 2018-12-31 | $1.1M | 27k | 41.53 |
| 2018-09-30 | $1.3M | 27k | 49.16 |
| 2018-06-30 | $1.2M | 24k | 51.11 |
| 2018-03-31 | $1.1M | 21k | 52.22 |
| 2017-12-31 | $1.1M | 21k | 51.36 |
| 2016-06-30 | $222k | 8.8k | 25.36 |
| 2016-03-31 | $580k | 21k | 28.04 |
| 2015-12-31 | $681k | 21k | 32.93 |
| 2015-09-30 | $708k | 25k | 28.57 |
| 2015-06-30 | $853k | 26k | 32.65 |
| 2015-03-31 | $892k | 29k | 30.42 |
| 2014-12-31 | $841k | 28k | 30.19 |
| 2014-09-30 | $763k | 28k | 26.94 |
| 2014-06-30 | $763k | 28k | 26.94 |
| 2014-03-31 | $690k | 25k | 27.33 |
| 2013-12-31 | $575k | 22k | 25.99 |
| 2013-09-30 | $460k | 22k | 21.15 |
| 2013-06-30 | $435k | 21k | 21.24 |
| 2013-03-31 | $462k | 26k | 17.68 |
| 2012-12-31 | $187k | 13k | 14.36 |
| 2012-09-30 | $151k | 12k | 12.80 |
| 2012-06-30 | $148k | 11k | 12.96 |
| 2011-12-31 | $134k | 12k | 11.27 |