Charles Schwab Corporation shares owned by Naples Global Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Naples Global Advisors
from 13F filings
Historical chart of Naples Global Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Naples Global Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.8M | 71k | 95.47 |
| 2025-06-30 | $6.4M | 71k | 91.24 |
| 2025-03-31 | $5.6M | 72k | 78.28 |
| 2024-12-31 | $5.3M | 72k | 74.01 |
| 2024-09-30 | $4.5M | 70k | 64.81 |
| 2024-06-30 | $4.9M | 66k | 73.69 |
| 2024-03-31 | $4.8M | 67k | 72.34 |
| 2023-12-31 | $4.5M | 66k | 68.80 |
| 2023-09-30 | $3.5M | 64k | 54.90 |
| 2023-06-30 | $3.3M | 58k | 56.68 |
| 2023-03-31 | $2.4M | 47k | 52.38 |
| 2022-12-31 | $2.5M | 30k | 83.26 |
| 2022-09-30 | $2.1M | 29k | 71.88 |
| 2022-06-30 | $1.8M | 28k | 63.19 |
| 2022-03-31 | $2.2M | 26k | 84.31 |
| 2021-12-31 | $2.1M | 25k | 84.10 |
| 2021-09-30 | $1.9M | 25k | 72.86 |
| 2021-06-30 | $1.8M | 25k | 72.83 |
| 2021-03-31 | $1.6M | 24k | 65.19 |
| 2020-12-31 | $1.3M | 24k | 53.05 |
| 2020-09-30 | $844k | 23k | 36.22 |
| 2020-06-30 | $711k | 21k | 33.76 |
| 2020-03-31 | $697k | 21k | 33.64 |
| 2019-12-31 | $961k | 20k | 47.57 |
| 2019-09-30 | $801k | 19k | 41.83 |
| 2019-06-30 | $481k | 12k | 40.22 |
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