Charles Schwab Corporation shares owned by Martin Capital Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Martin Capital Advisors
from 13F filings
Historical chart of Martin Capital Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Martin Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 28k | 95.47 |
| 2025-06-30 | $2.6M | 28k | 91.24 |
| 2025-03-31 | $2.1M | 27k | 78.28 |
| 2024-12-31 | $2.1M | 28k | 74.01 |
| 2024-09-30 | $1.8M | 28k | 64.81 |
| 2024-06-30 | $2.1M | 28k | 73.69 |
| 2024-03-31 | $2.0M | 28k | 72.34 |
| 2023-12-31 | $1.9M | 28k | 68.80 |
| 2023-09-30 | $1.6M | 29k | 54.90 |
| 2023-06-30 | $1.6M | 27k | 56.68 |
| 2023-03-31 | $1.4M | 27k | 52.38 |
| 2022-12-31 | $2.3M | 28k | 83.26 |
| 2022-09-30 | $1.6M | 22k | 71.87 |
| 2022-06-30 | $2.0M | 32k | 63.19 |
| 2022-03-31 | $2.7M | 32k | 84.31 |
| 2021-12-31 | $2.7M | 32k | 84.09 |