Charles Schwab Corporation shares owned by SageView Advisory Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by SageView Advisory Group
from 13F filings
Historical chart of SageView Advisory Group investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by SageView Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 28k | 95.47 |
| 2025-06-30 | $2.6M | 26k | 97.91 |
| 2025-03-31 | $1.7M | 22k | 78.28 |
| 2024-12-31 | $1.7M | 23k | 74.01 |
| 2024-09-30 | $1.2M | 19k | 64.81 |
| 2024-06-30 | $1.8M | 25k | 73.69 |
| 2023-12-31 | $1.9M | 29k | 64.38 |
| 2023-09-30 | $239k | 4.3k | 54.90 |
| 2023-06-30 | $244k | 4.3k | 56.68 |
| 2022-12-31 | $296k | 3.5k | 83.26 |