Charles Schwab Corporation shares owned by Avestar Capital
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Avestar Capital
from 13F filings
Historical chart of Avestar Capital investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Avestar Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $359k | 5.2k | 68.80 |
| 2023-09-30 | $735k | 13k | 54.90 |
| 2023-06-30 | $778k | 14k | 56.68 |
| 2023-03-31 | $671k | 13k | 52.38 |
| 2022-12-31 | $206k | 2.5k | 83.26 |
| 2019-06-30 | $71k | 2.9k | 24.39 |
| 2019-03-31 | $51k | 2.4k | 21.74 |
| 2018-12-31 | $45k | 2.1k | 21.74 |
| 2018-09-30 | $101k | 2.3k | 43.48 |
| 2018-06-30 | $102k | 2.4k | 43.48 |
| 2018-03-31 | $125k | 2.4k | 51.72 |
| 2017-12-31 | $65k | 1.9k | 34.48 |