Charles Schwab Corporation shares owned by Parallel Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Parallel Advisors
from 13F filings
Historical chart of Parallel Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Parallel Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 41k | 95.47 |
| 2025-06-30 | $3.5M | 39k | 91.24 |
| 2025-03-31 | $3.1M | 39k | 78.27 |
| 2024-12-31 | $2.7M | 36k | 74.01 |
| 2024-09-30 | $2.6M | 40k | 64.81 |
| 2024-06-30 | $3.2M | 43k | 73.69 |
| 2024-03-31 | $3.2M | 44k | 72.34 |
| 2023-12-31 | $3.6M | 52k | 68.80 |
| 2023-09-30 | $2.7M | 49k | 54.90 |
| 2023-06-30 | $3.2M | 57k | 56.68 |
| 2023-03-31 | $2.9M | 55k | 52.38 |
| 2022-12-31 | $2.7M | 32k | 83.26 |
| 2022-09-30 | $2.0M | 28k | 71.89 |
| 2022-06-30 | $1.4M | 22k | 63.20 |
| 2022-03-31 | $2.0M | 23k | 88.75 |
| 2021-12-31 | $1.9M | 23k | 84.10 |
| 2021-09-30 | $1.1M | 15k | 72.83 |
| 2021-06-30 | $1.1M | 15k | 72.83 |
| 2021-03-31 | $426k | 6.5k | 65.13 |
| 2020-12-31 | $329k | 6.2k | 53.07 |
| 2020-09-30 | $226k | 6.2k | 36.24 |
| 2020-06-30 | $229k | 6.8k | 33.74 |
| 2020-03-31 | $185k | 5.6k | 32.97 |
| 2019-12-31 | $295k | 6.7k | 43.96 |
| 2019-09-30 | $321k | 7.7k | 41.87 |
| 2019-06-30 | $281k | 7.0k | 40.22 |
| 2019-03-31 | $328k | 7.7k | 42.74 |
| 2018-12-31 | $330k | 8.0k | 41.47 |
| 2018-09-30 | $373k | 7.6k | 49.09 |
| 2018-06-30 | $465k | 9.1k | 50.99 |
| 2018-03-31 | $480k | 9.2k | 52.25 |
| 2017-12-31 | $416k | 8.1k | 51.34 |
| 2017-09-30 | $291k | 6.5k | 44.55 |
| 2017-06-30 | $287k | 6.7k | 42.84 |
| 2017-03-31 | $228k | 5.7k | 40.35 |
| 2016-12-31 | $239k | 6.1k | 39.39 |