Charles Schwab Corporation shares owned by Spears Abacus Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Spears Abacus Advisors
from 13F filings
Historical chart of Spears Abacus Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Spears Abacus Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $460k | 4.8k | 95.47 |
| 2025-06-30 | $441k | 4.8k | 91.24 |
| 2025-03-31 | $378k | 4.8k | 78.28 |
| 2024-12-31 | $390k | 5.3k | 74.01 |
| 2024-09-30 | $313k | 4.8k | 64.81 |
| 2024-06-30 | $311k | 4.2k | 73.69 |
| 2024-03-31 | $565k | 7.8k | 72.34 |