Charles Schwab Corporation shares owned by Savant Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Savant Capital Management
from 13F filings
Historical chart of Savant Capital Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Savant Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 48k | 95.47 |
| 2025-06-30 | $4.1M | 45k | 91.24 |
| 2025-03-31 | $5.9M | 76k | 78.28 |
| 2024-12-31 | $2.1M | 29k | 74.01 |
| 2024-09-30 | $1.4M | 22k | 64.80 |
| 2024-06-30 | $1.2M | 16k | 73.69 |
| 2024-03-31 | $856k | 12k | 72.34 |
| 2023-12-31 | $1.3M | 18k | 68.80 |
| 2023-09-30 | $470k | 8.6k | 54.90 |
| 2023-06-30 | $484k | 8.5k | 56.68 |
| 2023-03-31 | $398k | 7.6k | 52.38 |
| 2022-12-31 | $471k | 5.7k | 83.26 |
| 2022-09-30 | $376k | 5.2k | 71.91 |
| 2022-06-30 | $329k | 5.2k | 63.24 |
| 2022-03-31 | $462k | 5.5k | 84.34 |
| 2021-12-31 | $455k | 5.4k | 84.21 |
| 2021-09-30 | $671k | 9.2k | 72.83 |
| 2021-06-30 | $233k | 3.2k | 72.90 |
| 2021-03-31 | $204k | 3.1k | 65.32 |