Charles Schwab Corporation shares owned by Allen Operations
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Allen Operations
from 13F filings
Historical chart of Allen Operations investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Allen Operations consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Allen Operations
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $36M | 380k | 95.47 |
| 2025-06-30 | $40M | 440k | 91.24 |
| 2025-03-31 | $35M | 440k | 78.28 |
| 2024-12-31 | $33M | 440k | 74.01 |
| 2024-09-30 | $33M | 503k | 64.81 |
| 2024-06-30 | $37M | 503k | 73.69 |
| 2024-03-31 | $36M | 503k | 72.34 |
| 2023-09-30 | $28M | 503k | 54.90 |
| 2023-06-30 | $29M | 503k | 56.68 |
| 2023-03-31 | $26M | 503k | 52.38 |
| 2022-12-31 | $42M | 503k | 83.26 |
| 2022-09-30 | $36M | 503k | 71.87 |
| 2022-06-30 | $32M | 503k | 63.18 |
| 2022-03-31 | $42M | 503k | 84.31 |
| 2021-12-31 | $42M | 503k | 84.10 |
| 2021-09-30 | $37M | 503k | 72.84 |
| 2021-06-30 | $37M | 503k | 72.81 |
| 2021-03-31 | $36M | 549k | 65.18 |
| 2020-12-31 | $30M | 570k | 53.04 |
| 2020-09-30 | $21M | 570k | 36.23 |
| 2020-06-30 | $19M | 570k | 33.74 |
| 2020-03-31 | $19M | 570k | 33.62 |
| 2019-12-31 | $27M | 570k | 47.56 |
| 2019-09-30 | $24M | 570k | 41.83 |
| 2019-06-30 | $23M | 570k | 40.19 |
| 2019-03-31 | $22M | 514k | 42.76 |
| 2018-12-31 | $21M | 514k | 41.53 |
| 2018-09-30 | $28M | 560k | 49.15 |
| 2018-06-30 | $29M | 560k | 51.10 |
| 2018-03-31 | $29M | 560k | 52.22 |
| 2017-12-31 | $29M | 560k | 51.37 |
| 2017-09-30 | $25M | 560k | 43.74 |
| 2017-06-30 | $24M | 560k | 42.96 |
| 2017-03-31 | $23M | 562k | 40.81 |
| 2016-12-31 | $22M | 562k | 39.47 |
| 2016-09-30 | $18M | 562k | 31.57 |
| 2016-06-30 | $14M | 562k | 25.31 |
| 2016-03-31 | $16M | 562k | 28.02 |
| 2015-12-31 | $12M | 360k | 32.93 |
| 2015-09-30 | $10M | 360k | 28.56 |
| 2015-06-30 | $12M | 358k | 32.65 |
| 2015-03-31 | $11M | 358k | 30.44 |
| 2014-12-31 | $11M | 358k | 30.19 |
| 2014-09-30 | $11M | 358k | 29.39 |
| 2014-06-30 | $9.6M | 358k | 26.93 |
| 2014-03-31 | $9.8M | 358k | 27.33 |
| 2013-12-31 | $9.3M | 358k | 26.00 |
| 2013-09-30 | $7.5M | 356k | 21.14 |
| 2013-06-30 | $7.6M | 356k | 21.23 |
| 2013-03-31 | $6.4M | 359k | 17.69 |
| 2012-12-31 | $5.1M | 356k | 14.36 |