Charles Schwab Corporation shares owned by SRS Capital Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by SRS Capital Advisors
from 13F filings
Historical chart of SRS Capital Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by SRS Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 165k | 95.47 |
| 2025-06-30 | $1.2M | 3.5k | 334.96 |
| 2025-03-31 | $180k | 2.3k | 78.28 |
| 2024-12-31 | $166k | 2.2k | 74.01 |
| 2024-09-30 | $90k | 1.4k | 64.83 |
| 2024-06-30 | $65k | 877 | 73.72 |
| 2024-03-31 | $35k | 486 | 72.39 |
| 2023-12-31 | $35k | 514 | 68.83 |
| 2023-09-30 | $30k | 551 | 54.92 |
| 2023-06-30 | $71k | 1.2k | 56.69 |
| 2023-03-31 | $17k | 317 | 52.39 |
| 2022-12-31 | $1.9k | 23 | 83.39 |
| 2022-09-30 | $5.0k | 73 | 68.49 |
| 2022-06-30 | $14k | 225 | 62.22 |
| 2022-03-31 | $1.0k | 11 | 90.91 |
| 2021-12-31 | $1.0k | 11 | 90.91 |
| 2021-09-30 | $1.0k | 11 | 90.91 |
| 2020-06-30 | $45k | 1.3k | 34.01 |
| 2020-03-31 | $44k | 1.3k | 33.26 |
| 2018-09-30 | $9.0k | 182 | 49.45 |
| 2018-06-30 | $40k | 795 | 50.31 |
| 2018-03-31 | $31k | 602 | 51.50 |
| 2017-12-31 | $4.0k | 86 | 46.51 |
| 2017-09-30 | $3.0k | 80 | 37.50 |
| 2017-06-30 | $3.0k | 66 | 45.45 |
| 2017-03-31 | $2.0k | 66 | 30.30 |
| 2016-12-31 | $3.0k | 66 | 45.45 |