Charles Schwab Corporation shares owned by Smith Group Asset Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Smith Group Asset Management
from 13F filings
Historical chart of Smith Group Asset Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Smith Group Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $32M | 336k | 95.47 |
| 2025-06-30 | $29M | 321k | 91.24 |
| 2025-03-31 | $16M | 208k | 78.28 |
| 2022-03-31 | $21k | 246 | 85.37 |
| 2021-12-31 | $22k | 260 | 84.62 |
| 2021-09-30 | $17k | 237 | 71.73 |
More positions owned by Smith Group Asset Management
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