Alti Global shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Alti Global (ALTI) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Alti Global
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All positions including Alti Global held by Charles Schwab Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Alti Global by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 362k | 3.56 |
| 2025-06-30 | $2.1M | 513k | 4.15 |
| 2025-03-31 | $1.4M | 460k | 3.04 |
| 2024-12-31 | $2.1M | 467k | 4.41 |
| 2024-09-30 | $1.6M | 433k | 3.74 |
| 2024-06-30 | $1.4M | 273k | 5.21 |
| 2024-03-31 | $1.2M | 204k | 5.66 |
| 2023-12-31 | $1.7M | 199k | 8.76 |
| 2023-09-30 | $1.3M | 182k | 6.96 |
| 2023-06-30 | $1.3M | 167k | 7.66 |
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