Charles Schwab Corporation shares owned by TCI Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by TCI Wealth Advisors
from 13F filings
Historical chart of TCI Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by TCI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $823k | 8.6k | 95.48 |
| 2025-06-30 | $1.2M | 13k | 91.24 |
| 2025-03-31 | $1.0M | 13k | 78.28 |
| 2024-12-31 | $998k | 14k | 74.01 |
| 2024-09-30 | $1.0M | 16k | 64.81 |
| 2024-06-30 | $944k | 13k | 73.69 |
| 2024-03-31 | $780k | 11k | 72.34 |
| 2023-12-31 | $1.0M | 15k | 68.80 |
| 2023-09-30 | $880k | 16k | 54.90 |
| 2023-06-30 | $935k | 17k | 56.68 |
| 2023-03-31 | $984k | 19k | 52.38 |
| 2022-12-31 | $560k | 6.7k | 83.26 |
| 2022-09-30 | $452k | 6.3k | 71.89 |
| 2022-06-30 | $454k | 7.2k | 63.19 |
| 2022-03-31 | $707k | 8.4k | 84.36 |
| 2021-12-31 | $656k | 7.8k | 84.12 |
| 2021-09-30 | $475k | 6.5k | 72.83 |
| 2021-06-30 | $466k | 6.4k | 72.78 |
| 2021-03-31 | $416k | 6.4k | 65.22 |
| 2020-12-31 | $884k | 17k | 53.04 |
| 2020-09-30 | $587k | 16k | 36.23 |
| 2020-06-30 | $306k | 9.1k | 33.78 |
| 2020-03-31 | $270k | 8.0k | 33.62 |
| 2019-12-31 | $403k | 8.5k | 47.50 |
| 2019-09-30 | $337k | 8.0k | 41.89 |
| 2019-06-30 | $351k | 8.7k | 40.22 |
| 2019-03-31 | $487k | 11k | 42.78 |
| 2018-12-31 | $404k | 9.7k | 41.52 |
| 2018-09-30 | $411k | 8.4k | 49.17 |
| 2018-06-30 | $430k | 8.4k | 51.15 |
| 2018-03-31 | $448k | 8.6k | 52.28 |
| 2017-12-31 | $483k | 9.4k | 51.32 |
| 2017-09-30 | $349k | 8.0k | 43.73 |
| 2017-06-30 | $390k | 9.1k | 42.94 |
| 2017-03-31 | $374k | 9.2k | 40.76 |
| 2016-12-31 | $362k | 9.2k | 39.46 |
| 2016-09-30 | $261k | 8.3k | 31.58 |
| 2016-06-30 | $278k | 11k | 25.34 |
| 2016-03-31 | $307k | 11k | 27.98 |
| 2015-12-31 | $347k | 11k | 32.95 |
| 2015-09-30 | $313k | 11k | 28.54 |
| 2015-06-30 | $359k | 11k | 32.68 |
| 2015-03-31 | $364k | 12k | 30.42 |
| 2014-12-31 | $273k | 9.1k | 30.15 |
| 2014-09-30 | $231k | 7.9k | 29.33 |
| 2014-06-30 | $212k | 7.9k | 26.92 |
| 2014-03-31 | $226k | 8.3k | 27.32 |
| 2013-12-31 | $227k | 8.7k | 26.05 |
| 2013-09-30 | $184k | 8.7k | 21.19 |
| 2013-06-30 | $163k | 7.7k | 21.25 |
| 2013-03-31 | $153k | 8.6k | 17.70 |
| 2012-12-31 | $131k | 9.2k | 14.31 |