Charles Schwab Corporation shares owned by Operose Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Operose Advisors
from 13F filings
Historical chart of Operose Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Operose Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $471k | 4.9k | 95.47 |
| 2025-06-30 | $488k | 5.4k | 91.25 |
| 2025-03-31 | $418k | 5.3k | 78.28 |
| 2024-12-31 | $364k | 4.9k | 74.01 |
| 2024-09-30 | $862k | 13k | 64.81 |
| 2024-06-30 | $979k | 13k | 73.69 |
| 2024-03-31 | $961k | 13k | 72.34 |
| 2023-12-31 | $919k | 13k | 68.80 |
| 2023-09-30 | $767k | 14k | 54.90 |
| 2023-06-30 | $768k | 14k | 56.68 |
| 2023-03-31 | $712k | 14k | 52.38 |
| 2022-12-31 | $1.0M | 13k | 83.26 |
| 2022-09-30 | $322k | 4.5k | 71.79 |
| 2022-06-30 | $292k | 4.6k | 63.16 |
| 2022-03-31 | $389k | 4.6k | 84.27 |
| 2021-12-31 | $388k | 4.6k | 84.16 |