Charles Schwab Corporation shares owned by Massachusetts Financial Services
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Massachusetts Financial Services
from 13F filings
Historical chart of Massachusetts Financial Services investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Massachusetts Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6B | 17M | 95.47 |
| 2025-06-30 | $1.7B | 18M | 91.24 |
| 2025-03-31 | $1.6B | 21M | 78.28 |
| 2024-12-31 | $1.6B | 22M | 74.01 |
| 2024-09-30 | $1.9B | 29M | 64.81 |
| 2024-06-30 | $2.0B | 27M | 73.69 |
| 2024-03-31 | $2.2B | 31M | 72.34 |
| 2023-12-31 | $2.1B | 31M | 68.80 |
| 2023-09-30 | $1.6B | 30M | 54.90 |
| 2023-06-30 | $1.3B | 24M | 56.68 |
| 2023-03-31 | $1.1B | 22M | 52.38 |
| 2022-12-31 | $2.3B | 28M | 83.26 |
| 2022-09-30 | $2.3B | 32M | 71.87 |
| 2022-06-30 | $2.1B | 33M | 63.18 |
| 2022-03-31 | $2.7B | 33M | 84.31 |
| 2021-12-31 | $2.9B | 34M | 84.10 |
| 2021-09-30 | $2.4B | 34M | 72.84 |
| 2021-06-30 | $2.5B | 34M | 72.81 |
| 2021-03-31 | $2.3B | 35M | 65.18 |
| 2020-12-31 | $1.7B | 33M | 53.04 |
| 2020-09-30 | $715M | 20M | 36.23 |
| 2020-06-30 | $616M | 18M | 33.74 |
| 2020-03-31 | $571M | 17M | 33.62 |
| 2019-12-31 | $683M | 14M | 47.56 |
| 2019-09-30 | $218M | 5.2M | 41.83 |
| 2019-06-30 | $167M | 4.2M | 40.19 |
| 2019-03-31 | $217M | 5.1M | 42.76 |
| 2018-12-31 | $239M | 5.8M | 41.53 |
| 2018-09-30 | $349M | 7.1M | 49.15 |
| 2018-06-30 | $400M | 7.8M | 51.10 |
| 2018-03-31 | $437M | 8.4M | 52.22 |
| 2017-12-31 | $403M | 7.9M | 51.37 |
| 2017-09-30 | $300M | 6.9M | 43.74 |
| 2017-06-30 | $335M | 7.8M | 42.96 |
| 2017-03-31 | $356M | 8.7M | 40.81 |
| 2016-12-31 | $395M | 10M | 39.47 |
| 2016-09-30 | $479M | 15M | 31.57 |
| 2016-06-30 | $355M | 14M | 25.31 |
| 2016-03-31 | $257M | 9.2M | 28.02 |
| 2015-12-31 | $207M | 6.3M | 32.93 |
| 2015-09-30 | $158M | 5.5M | 28.56 |
| 2015-06-30 | $116M | 3.5M | 32.65 |
| 2015-03-31 | $53M | 1.7M | 30.44 |
| 2014-12-31 | $52M | 1.7M | 30.19 |
| 2014-09-30 | $50M | 1.7M | 29.39 |
| 2014-06-30 | $46M | 1.7M | 26.93 |
| 2014-03-31 | $47M | 1.7M | 27.33 |
| 2013-12-31 | $58M | 2.2M | 26.00 |
| 2013-09-30 | $62M | 2.9M | 21.14 |
| 2013-06-30 | $54M | 2.5M | 21.23 |
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