Charles Schwab Corporation shares owned by National Philanthropic Trust
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by National Philanthropic Trust
from 13F filings
Historical chart of National Philanthropic Trust investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by National Philanthropic Trust consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Charles Schwab Corporation by National Philanthropic Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $6.0M | 64k | 93.98 |
| 2025-12-31 | $8.2M | 82k | 99.91 |
| 2025-09-30 | $9.7M | 101k | 95.47 |
| 2025-06-30 | $9.2M | 100k | 91.24 |
| 2025-03-31 | $7.9M | 101k | 78.28 |
| 2024-12-31 | $12M | 163k | 74.01 |
| 2024-09-30 | $9.7M | 149k | 64.81 |
| 2024-06-30 | $11M | 150k | 73.69 |
| 2024-03-31 | $11M | 151k | 72.34 |
| 2023-12-31 | $11M | 156k | 68.80 |
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