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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

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Professional Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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