Charles Schwab Corporation shares owned by Sequoia Financial Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sequoia Financial Advisors
from 13F filings
Historical chart of Sequoia Financial Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Sequoia Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $31M | 329k | 95.47 |
| 2025-06-30 | $30M | 330k | 91.24 |
| 2025-03-31 | $26M | 328k | 78.28 |
| 2024-12-31 | $24M | 322k | 74.01 |
| 2024-09-30 | $21M | 328k | 64.81 |
| 2024-06-30 | $3.7M | 51k | 73.69 |
| 2024-03-31 | $19M | 261k | 72.34 |
| 2023-12-31 | $18M | 254k | 68.80 |
| 2023-09-30 | $11M | 200k | 54.90 |
| 2023-06-30 | $10M | 179k | 56.68 |
| 2023-03-31 | $7.1M | 135k | 52.38 |
| 2022-12-31 | $1.3M | 16k | 83.26 |
| 2022-09-30 | $681k | 9.5k | 71.89 |
| 2022-06-30 | $892k | 14k | 63.18 |
| 2022-03-31 | $1.1M | 13k | 84.28 |
| 2021-12-31 | $876k | 10k | 84.10 |
| 2021-06-30 | $428k | 5.9k | 72.84 |
| 2021-03-31 | $359k | 5.5k | 65.13 |
| 2020-12-31 | $315k | 5.9k | 53.08 |
More positions owned by Sequoia Financial Advisors
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