Charles Schwab Corporation shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 184k | 95.47 |
| 2025-06-30 | $16M | 177k | 91.24 |
| 2025-03-31 | $13M | 161k | 78.28 |
| 2024-12-31 | $11M | 153k | 74.01 |
| 2024-09-30 | $9.3M | 144k | 64.81 |
| 2024-06-30 | $9.8M | 133k | 73.69 |
| 2024-03-31 | $9.3M | 128k | 72.34 |
| 2023-12-31 | $2.9M | 42k | 68.80 |
| 2023-09-30 | $2.4M | 44k | 54.90 |
| 2023-06-30 | $2.5M | 43k | 56.68 |
| 2023-03-31 | $7.0M | 134k | 52.38 |
| 2022-12-31 | $6.5M | 78k | 83.26 |
| 2022-09-30 | $5.4M | 76k | 71.87 |
| 2022-06-30 | $775k | 12k | 63.14 |
| 2022-03-31 | $1.1M | 13k | 84.31 |
| 2021-12-31 | $1.2M | 14k | 84.09 |
| 2021-09-30 | $1.1M | 15k | 72.83 |
| 2021-03-31 | $933k | 14k | 65.18 |
| 2020-09-30 | $569k | 16k | 36.21 |
| 2020-06-30 | $393k | 12k | 33.73 |
| 2020-03-31 | $278k | 8.3k | 33.59 |
| 2019-12-31 | $494k | 10k | 47.52 |
| 2019-09-30 | $1.4M | 33k | 41.80 |
| 2019-06-30 | $1.3M | 32k | 40.19 |
| 2019-03-31 | $1.4M | 32k | 42.74 |
| 2018-12-31 | $1.2M | 30k | 41.50 |
| 2018-09-30 | $1.5M | 30k | 49.15 |
| 2018-06-30 | $2.0M | 39k | 51.10 |
| 2018-03-31 | $1.7M | 33k | 52.19 |
| 2017-12-31 | $1.5M | 30k | 51.37 |
| 2017-09-30 | $805k | 18k | 43.71 |
| 2017-06-30 | $803k | 19k | 42.95 |
| 2017-03-31 | $326k | 8.0k | 40.80 |
| 2016-12-31 | $40k | 1.0k | 39.18 |
More positions owned by Steward Partners Investment Advisory
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