Charles Schwab Corporation shares owned by Allen Investment Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Allen Investment Management
from 13F filings
Historical chart of Allen Investment Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Allen Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $469M | 8.5M | 54.90 |
| 2023-06-30 | $484M | 8.5M | 56.68 |
| 2023-03-31 | $339M | 6.5M | 52.38 |
| 2022-12-31 | $462M | 5.6M | 83.26 |
| 2022-09-30 | $407M | 5.7M | 71.87 |
| 2022-06-30 | $356M | 5.6M | 63.18 |
| 2022-03-31 | $480M | 5.7M | 84.31 |
| 2021-12-31 | $467M | 5.6M | 84.10 |
| 2021-09-30 | $407M | 5.6M | 72.84 |
| 2021-06-30 | $398M | 5.5M | 72.81 |
| 2021-03-31 | $239M | 3.7M | 65.18 |
| 2020-12-31 | $136M | 2.6M | 53.04 |
| 2020-09-30 | $55M | 1.5M | 36.23 |
| 2020-06-30 | $53M | 1.6M | 33.74 |
| 2020-03-31 | $58M | 1.7M | 33.62 |
| 2019-12-31 | $84M | 1.8M | 47.56 |
| 2019-09-30 | $75M | 1.8M | 41.83 |
| 2019-06-30 | $66M | 1.7M | 40.19 |
| 2019-03-31 | $57M | 1.3M | 42.76 |
| 2018-12-31 | $50M | 1.2M | 41.53 |
| 2018-09-30 | $59M | 1.2M | 49.15 |
| 2018-06-30 | $62M | 1.2M | 51.10 |
| 2018-03-31 | $63M | 1.2M | 52.22 |
| 2017-12-31 | $65M | 1.3M | 51.37 |
| 2017-09-30 | $67M | 1.5M | 43.74 |
| 2017-06-30 | $67M | 1.6M | 42.96 |
| 2017-03-31 | $75M | 1.8M | 40.81 |
| 2016-12-31 | $76M | 1.9M | 39.47 |
| 2016-09-30 | $65M | 2.1M | 31.57 |
| 2016-06-30 | $47M | 1.9M | 25.31 |
| 2016-03-31 | $46M | 1.6M | 28.02 |
| 2015-12-31 | $51M | 1.5M | 32.93 |
| 2015-09-30 | $33M | 1.2M | 28.56 |
| 2015-06-30 | $24M | 735k | 32.65 |
| 2015-03-31 | $8.1M | 266k | 30.44 |
| 2014-12-31 | $3.2M | 108k | 30.19 |
| 2014-09-30 | $3.1M | 104k | 29.39 |
| 2014-06-30 | $2.8M | 104k | 26.93 |
| 2014-03-31 | $2.1M | 77k | 27.33 |
| 2013-12-31 | $2.5M | 95k | 26.00 |
| 2013-09-30 | $1.9M | 90k | 21.14 |
| 2013-06-30 | $1.9M | 89k | 21.23 |
| 2013-03-31 | $1.7M | 95k | 17.69 |
| 2012-12-31 | $504k | 35k | 14.36 |
More positions owned by Allen Investment Management
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