Charles Schwab Corporation shares owned by Smartleaf Asset Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Smartleaf Asset Management
from 13F filings
Historical chart of Smartleaf Asset Management investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Smartleaf Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Charles Schwab Corporation by Smartleaf Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 19k | 96.89 |
| 2025-06-30 | $1.2M | 14k | 89.98 |
| 2025-03-31 | $1.2M | 16k | 77.81 |
| 2024-12-31 | $1.1M | 15k | 73.93 |
| 2024-09-30 | $731k | 11k | 64.42 |
| 2024-06-30 | $593k | 8.1k | 73.56 |
| 2024-03-31 | $457k | 6.3k | 72.38 |
| 2023-12-31 | $275k | 4.0k | 68.82 |
More positions owned by Smartleaf Asset Management
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