Swiss Life Asset Management »

Charles Schwab Corporation shares owned by Swiss Life Asset Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Swiss Life Asset Management from 13F filings

Historical chart of Swiss Life Asset Management investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Swiss Life Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Charles Schwab Corporation by Swiss Life Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $41M 407k 99.91
2025-09-30 $37M 391k 95.47
2025-06-30 $26M 286k 91.24
2025-03-31 $20M 254k 78.28
2024-12-31 $14M 195k 73.98
2024-09-30 $16M 239k 64.77
2024-06-30 $18M 245k 73.68
2024-03-31 $16M 226k 72.34
2023-12-31 $18M 253k 68.88
2023-09-30 $10M 189k 54.86
2023-06-30 $11M 195k 56.71
2023-03-31 $11M 211k 52.40
2022-12-31 $13M 154k 83.30
2022-09-30 $12M 167k 71.84
2022-06-30 $10M 158k 63.20
2022-03-31 $15M 176k 83.97
2021-12-31 $15M 180k 84.11
2021-09-30 $14M 190k 72.83
2021-06-30 $14M 201k 68.20
2021-03-31 $15M 228k 65.16
2020-12-31 $11M 206k 53.04
2020-09-30 $369k 10k 36.21
2020-06-30 $521k 15k 33.78
2020-03-31 $954k 28k 33.62
2019-12-31 $763k 16k 47.58
2019-09-30 $2.4M 57k 41.83
2019-06-30 $27M 661k 40.19
2019-03-31 $27M 619k 42.76
2018-12-31 $19M 447k 41.53
2018-09-30 $22M 453k 49.15
2018-06-30 $23M 445k 51.10
2018-03-31 $22M 423k 52.22
2017-12-31 $21M 415k 51.37
2017-09-30 $15M 341k 43.74
2017-06-30 $15M 337k 42.96
2017-03-31 $14M 336k 40.81
2016-12-31 $10M 257k 39.47
2016-09-30 $4.1M 130k 31.57
2016-06-30 $2.8M 112k 25.31
2016-03-31 $3.1M 112k 28.02
2015-12-31 $3.7M 112k 32.93
2015-09-30 $3.5M 122k 28.56
2015-06-30 $3.6M 112k 32.65
2015-03-31 $3.4M 112k 30.44