Charles Schwab Corporation shares owned by Almanack Investment Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Almanack Investment Partners
from 13F filings
Historical chart of Almanack Investment Partners investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Almanack Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $385k | 4.0k | 95.47 |
| 2025-06-30 | $226k | 2.5k | 91.24 |
| 2024-12-31 | $272k | 3.7k | 74.01 |
| 2024-09-30 | $238k | 3.7k | 64.81 |
| 2024-06-30 | $270k | 3.7k | 73.69 |
| 2024-03-31 | $265k | 3.7k | 72.34 |
| 2023-12-31 | $238k | 3.5k | 68.80 |
| 2023-06-30 | $246k | 4.3k | 56.68 |
| 2022-06-30 | $410k | 6.5k | 63.23 |
| 2022-03-31 | $286k | 3.4k | 84.29 |
| 2021-12-31 | $255k | 3.0k | 83.99 |
| 2021-09-30 | $218k | 3.0k | 72.81 |
| 2021-03-31 | $701k | 11k | 65.20 |
| 2020-12-31 | $413k | 7.8k | 52.99 |
More positions owned by Almanack Investment Partners
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