Charles Schwab Corporation shares owned by SAM Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by SAM Advisors
from 13F filings
Historical chart of SAM Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by SAM Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 46k | 95.47 |
| 2025-06-30 | $4.3M | 47k | 91.24 |
| 2025-03-31 | $3.7M | 47k | 78.28 |
| 2024-12-31 | $3.6M | 48k | 74.00 |
| 2024-09-30 | $3.1M | 48k | 64.81 |