Charles Schwab Corporation shares owned by Plante Moran Financial Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Plante Moran Financial Advisors
from 13F filings
Historical chart of Plante Moran Financial Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Plante Moran Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $551k | 5.8k | 95.47 |
| 2025-06-30 | $527k | 5.8k | 91.24 |
| 2025-03-31 | $530k | 6.8k | 78.28 |
| 2024-12-31 | $503k | 6.8k | 74.01 |
| 2024-09-30 | $436k | 6.7k | 64.81 |
| 2024-06-30 | $518k | 7.0k | 73.69 |
| 2024-03-31 | $508k | 7.0k | 72.34 |
| 2023-12-31 | $472k | 6.9k | 68.80 |
| 2023-09-30 | $383k | 7.0k | 54.90 |
| 2023-06-30 | $411k | 7.3k | 56.68 |
| 2023-03-31 | $313k | 6.0k | 52.38 |
| 2022-12-31 | $500k | 6.0k | 83.26 |
| 2022-09-30 | $426k | 5.9k | 71.94 |
| 2022-06-30 | $396k | 6.3k | 63.11 |
| 2022-03-31 | $583k | 6.9k | 84.25 |
| 2021-12-31 | $551k | 6.6k | 84.03 |
| 2021-09-30 | $474k | 6.5k | 72.86 |
| 2021-06-30 | $495k | 6.8k | 72.87 |
| 2021-03-31 | $317k | 4.9k | 65.08 |
| 2020-12-31 | $347k | 6.5k | 53.01 |
| 2020-09-30 | $211k | 5.8k | 36.25 |
| 2020-06-30 | $200k | 5.9k | 33.78 |
| 2020-03-31 | $196k | 5.8k | 33.67 |
| 2019-12-31 | $170k | 3.6k | 47.61 |
| 2019-09-30 | $153k | 3.7k | 41.87 |
| 2019-06-30 | $147k | 3.7k | 40.23 |
| 2019-03-31 | $160k | 3.8k | 42.66 |
| 2018-12-31 | $154k | 3.7k | 41.53 |
| 2018-09-30 | $3.0k | 71 | 42.25 |
| 2018-06-30 | $5.0k | 95 | 52.63 |
| 2018-03-31 | $21k | 410 | 51.22 |
| 2017-12-31 | $14k | 273 | 51.28 |
| 2017-09-30 | $12k | 273 | 43.96 |
| 2017-06-30 | $12k | 273 | 43.96 |
| 2017-03-31 | $11k | 273 | 40.29 |
| 2016-12-31 | $16k | 404 | 39.60 |
| 2016-09-30 | $9.0k | 273 | 32.97 |
| 2016-06-30 | $9.0k | 368 | 24.46 |
| 2016-03-31 | $8.0k | 273 | 29.30 |
| 2015-12-31 | $11k | 321 | 34.27 |
| 2015-09-30 | $15k | 535 | 28.04 |
| 2015-06-30 | $10k | 299 | 33.44 |
| 2015-03-31 | $16k | 525 | 30.48 |
| 2014-12-31 | $16k | 525 | 30.48 |
| 2014-09-30 | $15k | 525 | 28.57 |
| 2014-06-30 | $14k | 525 | 26.67 |
| 2011-09-30 | $999 | 61 | 16.39 |
| 2011-06-30 | $9.0k | 540 | 16.67 |
| 2011-03-31 | $2.0k | 97 | 20.62 |
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