Charles Schwab Corporation shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 124k | 95.47 |
| 2025-06-30 | $3.6M | 40k | 91.24 |
| 2025-03-31 | $3.1M | 40k | 78.28 |
| 2024-12-31 | $2.8M | 38k | 74.01 |
| 2024-09-30 | $2.5M | 38k | 64.81 |
| 2024-06-30 | $2.9M | 40k | 73.69 |
| 2024-03-31 | $3.5M | 48k | 72.34 |
| 2023-12-31 | $3.3M | 48k | 68.80 |
| 2023-09-30 | $697k | 13k | 54.90 |
| 2023-06-30 | $892k | 16k | 56.68 |
| 2023-03-31 | $1.6M | 30k | 52.38 |
| 2022-12-31 | $1.2M | 14k | 83.26 |
| 2022-09-30 | $1.1M | 15k | 71.85 |
| 2022-06-30 | $1.0M | 16k | 63.19 |
| 2022-03-31 | $1.2M | 14k | 84.27 |
| 2021-12-31 | $1.6M | 20k | 84.12 |
| 2021-09-30 | $2.6M | 36k | 72.84 |
| 2021-06-30 | $2.3M | 31k | 72.81 |
| 2021-03-31 | $2.0M | 31k | 65.19 |
| 2020-12-31 | $1.6M | 30k | 53.04 |
| 2020-09-30 | $626k | 17k | 36.25 |
| 2020-06-30 | $571k | 17k | 33.74 |
| 2020-03-31 | $3.9M | 117k | 33.62 |
| 2019-12-31 | $772k | 16k | 47.55 |
| 2019-09-30 | $418k | 10k | 41.83 |
| 2019-06-30 | $1.7M | 42k | 40.20 |
| 2019-03-31 | $3.5M | 81k | 42.76 |
| 2018-12-31 | $2.9M | 70k | 41.53 |
| 2018-09-30 | $3.9M | 80k | 49.15 |
| 2018-06-30 | $3.3M | 65k | 51.10 |
| 2018-03-31 | $3.1M | 60k | 52.22 |
| 2017-12-31 | $1.8M | 36k | 51.36 |
| 2017-09-30 | $1.4M | 32k | 43.74 |
| 2017-06-30 | $695k | 16k | 42.96 |
| 2017-03-31 | $760k | 19k | 40.82 |
| 2016-12-31 | $711k | 18k | 39.48 |
| 2016-09-30 | $358k | 11k | 31.59 |
| 2016-06-30 | $1.5M | 59k | 24.99 |
| 2016-03-31 | $600k | 21k | 28.01 |
| 2015-12-31 | $704k | 21k | 32.95 |
| 2015-09-30 | $547k | 19k | 28.58 |
| 2015-06-30 | $627k | 19k | 32.64 |
| 2015-03-31 | $599k | 20k | 30.52 |
| 2014-12-31 | $485k | 16k | 30.20 |
| 2014-09-30 | $476k | 16k | 29.41 |
| 2014-06-30 | $434k | 16k | 26.91 |
| 2014-03-31 | $347k | 13k | 27.35 |
| 2013-09-30 | $249k | 12k | 21.16 |
| 2013-06-30 | $458k | 22k | 21.23 |
| 2013-03-31 | $380k | 22k | 17.71 |
| 2012-12-31 | $307k | 21k | 14.38 |
| 2012-09-30 | $254k | 20k | 12.77 |
| 2012-06-30 | $268k | 21k | 12.92 |
| 2011-12-31 | $235k | 21k | 11.24 |
| 2011-09-30 | $148k | 13k | 11.29 |
| 2011-03-31 | $242k | 13k | 18.05 |
More positions owned by United Capital Financial Advisers
View all positions for United Capital Financial Advisers