Charles Schwab Corporation shares owned by Alan Leist III
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Alan Leist III
from 13F filings
Historical chart of Alan Leist III investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Alan Leist III
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $592k | 6.2k | 95.47 |
| 2025-06-30 | $564k | 6.2k | 91.24 |
| 2025-03-31 | $484k | 6.2k | 78.28 |
| 2024-12-31 | $458k | 6.2k | 74.01 |
| 2024-09-30 | $401k | 6.2k | 64.81 |
| 2024-06-30 | $456k | 6.2k | 73.69 |