Charles Schwab Corporation shares owned by Rocky Mountain Advisers
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Rocky Mountain Advisers
from 13F filings
Historical chart of Rocky Mountain Advisers investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Rocky Mountain Advisers consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Rocky Mountain Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $165k | 1.7k | 99.91 |
| 2025-09-30 | $177k | 1.9k | 95.47 |
| 2025-06-30 | $169k | 1.9k | 91.24 |
| 2025-03-31 | $145k | 1.9k | 78.28 |
| 2024-12-31 | $211k | 2.9k | 74.01 |
| 2024-09-30 | $185k | 2.9k | 64.81 |
| 2024-06-30 | $210k | 2.9k | 73.69 |
| 2024-03-31 | $207k | 2.9k | 72.34 |
| 2023-12-31 | $196k | 2.9k | 68.80 |
| 2023-09-30 | $135k | 2.5k | 54.90 |
| 2023-06-30 | $30k | 571 | 52.38 |
| 2023-03-31 | $30k | 571 | 52.54 |
| 2022-12-31 | $6.0k | 71 | 84.51 |
| 2022-09-30 | $5.0k | 71 | 70.42 |
| 2022-06-30 | $4.0k | 71 | 56.34 |
| 2022-03-31 | $6.0k | 71 | 84.51 |
| 2021-12-31 | $6.0k | 71 | 84.51 |
| 2021-09-30 | $5.0k | 71 | 70.42 |
| 2021-06-30 | $5.0k | 71 | 70.42 |
| 2021-03-31 | $5.0k | 71 | 70.42 |
| 2020-12-31 | $4.0k | 71 | 56.34 |
| 2020-09-30 | $3.0k | 71 | 42.25 |
| 2020-06-30 | $2.0k | 71 | 28.17 |
| 2020-03-31 | $2.0k | 71 | 28.17 |
| 2019-12-31 | $3.0k | 71 | 42.25 |
| 2019-09-30 | $3.0k | 71 | 42.25 |
| 2019-06-30 | $3.0k | 71 | 42.25 |
| 2019-03-31 | $3.0k | 71 | 42.25 |
| 2018-12-31 | $3.0k | 71 | 42.25 |
| 2018-09-30 | $3.0k | 71 | 42.25 |
| 2018-06-30 | $4.0k | 71 | 56.34 |
| 2018-03-31 | $4.0k | 71 | 56.34 |
| 2017-12-31 | $4.0k | 71 | 56.34 |
| 2017-09-30 | $3.0k | 71 | 42.25 |
| 2017-06-30 | $3.0k | 71 | 42.25 |
| 2017-03-31 | $3.0k | 71 | 42.25 |
| 2016-12-31 | $3.0k | 71 | 42.25 |
| 2016-09-30 | $2.0k | 71 | 28.17 |
| 2016-06-30 | $2.0k | 71 | 28.17 |
| 2016-03-31 | $2.0k | 71 | 28.17 |
| 2015-12-31 | $2.0k | 71 | 28.17 |
| 2015-09-30 | $2.0k | 71 | 28.17 |
| 2015-06-30 | $2.0k | 71 | 28.17 |
| 2015-03-31 | $2.0k | 71 | 28.17 |
| 2014-12-31 | $2.0k | 71 | 28.17 |
| 2014-09-30 | $2.0k | 71 | 28.17 |