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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

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Quarterly 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