Charles Schwab Corporation shares owned by Allen Capital Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Allen Capital Group
from 13F filings
Historical chart of Allen Capital Group investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Allen Capital Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Allen Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.1M | 71k | 72.34 |
| 2023-12-31 | $5.1M | 75k | 68.80 |
| 2023-09-30 | $4.1M | 77k | 53.55 |
| 2023-06-30 | $4.2M | 74k | 56.68 |
| 2023-03-31 | $3.7M | 70k | 52.38 |
| 2022-09-30 | $3.0M | 42k | 71.88 |
| 2022-06-30 | $2.4M | 38k | 63.18 |
| 2022-03-31 | $1.2M | 14k | 84.30 |
| 2021-12-31 | $1.4M | 17k | 84.09 |
| 2021-09-30 | $1.1M | 16k | 72.83 |
| 2021-06-30 | $985k | 14k | 72.84 |
| 2021-03-31 | $642k | 9.8k | 65.19 |
| 2020-12-31 | $444k | 8.4k | 53.07 |
| 2020-09-30 | $330k | 8.8k | 37.61 |
| 2020-06-30 | $314k | 9.3k | 33.78 |
| 2020-03-31 | $305k | 9.1k | 33.63 |
| 2019-12-31 | $790k | 17k | 47.54 |
| 2019-09-30 | $574k | 16k | 35.69 |
| 2019-06-30 | $624k | 16k | 40.17 |