Charles Schwab Corporation shares owned by Savvy Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Savvy Advisors
from 13F filings
Historical chart of Savvy Advisors investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Savvy Advisors 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 Savvy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 28k | 95.47 |
| 2025-06-30 | $2.4M | 26k | 91.24 |
| 2025-03-31 | $1.6M | 21k | 78.28 |
| 2024-12-31 | $1.4M | 19k | 74.01 |
| 2024-09-30 | $358k | 5.5k | 64.81 |
| 2024-06-30 | $238k | 3.2k | 73.69 |
| 2024-03-31 | $205k | 2.8k | 72.34 |