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Charles Schwab Corporation shares owned by Albion Financial Group

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Albion Financial Group from 13F filings

Historical chart of Albion Financial Group investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Albion Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Albion Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $575k 8.0k 72.34
2023-12-31 $544k 7.9k 68.80
2023-09-30 $434k 7.9k 54.90
2023-06-30 $443k 7.8k 56.68
2023-03-31 $409k 7.8k 52.38
2022-12-31 $650k 7.8k 83.26
2022-09-30 $561k 7.8k 71.83
2022-06-30 $497k 7.9k 63.14
2022-03-31 $664k 7.9k 84.36
2021-12-31 $667k 7.9k 84.09
2021-09-30 $569k 7.8k 72.86
2021-06-30 $569k 7.8k 72.86
2020-12-31 $679k 13k 53.01
2020-09-30 $464k 13k 36.22
2020-06-30 $432k 13k 33.72
2020-03-31 $431k 13k 33.65
2019-12-31 $609k 13k 47.54
2019-09-30 $536k 13k 41.84
2019-06-30 $515k 13k 40.20
2019-03-31 $548k 13k 42.78
2018-12-31 $532k 13k 41.53
2018-09-30 $630k 13k 49.18
2018-06-30 $655k 13k 51.13
2018-03-31 $669k 13k 52.22
2017-12-31 $658k 13k 51.37
2017-09-30 $560k 13k 43.72
2017-06-30 $550k 13k 42.94
2017-03-31 $523k 13k 40.83
2016-12-31 $359k 13k 28.02
2016-09-30 $404k 13k 31.54
2016-06-30 $324k 13k 25.29
2016-03-31 $359k 13k 28.02
2015-12-31 $422k 13k 32.94
2015-09-30 $366k 13k 28.57
2015-06-30 $418k 13k 32.63
2015-03-31 $390k 13k 30.44
2014-12-31 $387k 13k 30.21
2014-09-30 $376k 13k 29.35
2014-06-30 $345k 13k 26.93
2014-03-31 $350k 13k 27.32
2013-12-31 $333k 13k 26.00
2013-09-30 $271k 13k 21.16
2013-06-30 $272k 13k 21.23
2013-03-31 $227k 13k 17.72
2012-12-31 $184k 13k 14.36
2012-09-30 $164k 13k 12.80
2012-06-30 $166k 13k 12.96
2012-03-31 $184k 13k 14.36
2011-12-31 $144k 13k 11.24
2011-09-30 $144k 13k 11.24
2011-06-30 $211k 13k 16.47
2011-03-31 $231k 13k 18.03
2010-12-31 $219k 13k 17.10