Charles Schwab Corporation shares owned by AllGen Financial Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by AllGen Financial Advisors
from 13F filings
Historical chart of AllGen Financial Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by AllGen Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.0M | 28k | 72.34 |
| 2023-12-31 | $2.1M | 30k | 68.80 |
| 2023-09-30 | $1.7M | 30k | 54.90 |
| 2023-06-30 | $1.8M | 31k | 56.68 |
| 2023-03-31 | $1.4M | 27k | 52.38 |
| 2022-12-31 | $1.7M | 20k | 83.26 |
| 2022-09-30 | $643k | 9.0k | 71.87 |