Charles Schwab Corporation shares owned by MCF Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by MCF Advisors
from 13F filings
Historical chart of MCF Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by MCF Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $648k | 6.8k | 95.47 |
| 2025-06-30 | $614k | 6.7k | 91.24 |
| 2025-03-31 | $519k | 6.6k | 78.28 |
| 2024-12-31 | $489k | 6.6k | 74.01 |
| 2024-09-30 | $461k | 7.1k | 64.81 |
| 2024-06-30 | $536k | 7.3k | 73.69 |
| 2024-03-31 | $520k | 7.2k | 72.34 |
| 2023-12-31 | $550k | 8.0k | 68.80 |
| 2023-09-30 | $78k | 1.4k | 54.90 |
| 2023-06-30 | $99k | 1.7k | 56.68 |
| 2023-03-31 | $91k | 1.7k | 52.38 |
| 2022-12-31 | $61k | 738 | 83.26 |
| 2022-09-30 | $48k | 663 | 72.40 |
| 2022-06-30 | $42k | 663 | 63.35 |
| 2022-03-31 | $56k | 663 | 84.46 |
| 2021-09-30 | $48k | 663 | 72.40 |
| 2021-06-30 | $44k | 598 | 73.58 |
| 2021-03-31 | $39k | 598 | 65.22 |
| 2020-12-31 | $27k | 500 | 54.00 |
| 2020-09-30 | $18k | 500 | 36.00 |
| 2020-06-30 | $17k | 500 | 34.00 |
| 2020-03-31 | $17k | 500 | 34.00 |
| 2019-12-31 | $24k | 500 | 48.00 |
| 2019-09-30 | $21k | 500 | 42.00 |
| 2019-06-30 | $20k | 500 | 40.00 |
| 2019-03-31 | $17k | 400 | 42.50 |
| 2018-12-31 | $12k | 300 | 40.00 |
| 2018-09-30 | $11k | 225 | 48.89 |
| 2018-06-30 | $11k | 225 | 48.89 |
| 2018-03-31 | $12k | 225 | 53.33 |
| 2017-06-30 | $10k | 240 | 41.67 |
| 2017-03-31 | $3.0k | 81 | 37.04 |
| 2016-09-30 | $4.0k | 130 | 30.77 |
| 2016-06-30 | $3.0k | 130 | 23.08 |