Charles Schwab Corporation shares owned by Professional Financial Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Professional Financial Advisors
from 13F filings
Historical chart of Professional Financial Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Professional Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 22k | 95.47 |
| 2025-06-30 | $1.9M | 21k | 91.24 |
| 2025-03-31 | $1.6M | 21k | 78.28 |
| 2024-12-31 | $1.5M | 21k | 74.01 |
| 2024-09-30 | $1.3M | 20k | 64.81 |
| 2024-06-30 | $1.4M | 19k | 73.69 |
| 2024-03-31 | $1.4M | 19k | 72.34 |
| 2023-12-31 | $1.1M | 17k | 68.80 |
| 2023-09-30 | $752k | 14k | 54.90 |
| 2023-06-30 | $757k | 13k | 56.68 |
| 2023-03-31 | $1.1M | 13k | 84.31 |
| 2022-12-31 | $1.1M | 14k | 83.26 |
| 2022-09-30 | $982k | 14k | 71.89 |
| 2022-06-30 | $847k | 13k | 63.14 |
| 2022-03-31 | $1.1M | 13k | 84.30 |
| 2021-12-31 | $1.3M | 16k | 84.08 |
| 2021-09-30 | $1.2M | 16k | 72.85 |
| 2021-06-30 | $1.1M | 16k | 73.22 |
| 2021-03-31 | $1.0M | 16k | 65.17 |
More positions owned by Professional Financial Advisors
View all positions for Professional Financial Advisors