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Charles Schwab Corporation shares owned by Alta Advisers

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Alta Advisers from 13F filings

Historical chart of Alta Advisers investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Alta Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Alta Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $289k 4.0k 72.34
2023-12-31 $275k 4.0k 68.80
2023-09-30 $220k 4.0k 54.90
2023-06-30 $227k 4.0k 56.68
2023-03-31 $210k 4.0k 52.38
2022-12-31 $333k 4.0k 83.25
2022-09-30 $287k 4.0k 71.75
2013-09-30 $27k 1.3k 20.88
2013-06-30 $55k 2.6k 21.08
2013-03-31 $354k 20k 17.63
2012-12-31 $4.0M 278k 14.35
2012-09-30 $6.8M 529k 12.79
2012-06-30 $8.0M 622k 12.93
2012-03-31 $5.7M 399k 14.37
2011-12-31 $10M 918k 11.26