Charles Schwab Corporation shares owned by Alpha Cubed Investments
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Alpha Cubed Investments
from 13F filings
Historical chart of Alpha Cubed Investments investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Alpha Cubed Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 26k | 95.47 |
| 2025-06-30 | $2.8M | 31k | 91.24 |
| 2025-03-31 | $2.4M | 31k | 78.28 |
| 2024-12-31 | $1.6M | 22k | 74.01 |
| 2024-09-30 | $1.4M | 22k | 64.81 |
| 2024-06-30 | $1.6M | 22k | 73.69 |
| 2024-03-31 | $378k | 5.2k | 72.34 |
| 2023-06-30 | $261k | 4.6k | 56.68 |
| 2023-03-31 | $273k | 5.2k | 52.38 |
| 2022-12-31 | $421k | 5.1k | 83.25 |
| 2022-09-30 | $309k | 4.3k | 71.94 |
| 2022-06-30 | $417k | 6.6k | 63.13 |
| 2022-03-31 | $565k | 6.7k | 84.32 |
| 2021-12-31 | $288k | 3.4k | 84.09 |
| 2021-09-30 | $219k | 3.0k | 72.76 |
| 2021-06-30 | $219k | 3.0k | 72.76 |
| 2021-03-31 | $209k | 3.2k | 65.31 |
| 2019-12-31 | $320k | 6.7k | 47.55 |
| 2019-09-30 | $289k | 6.9k | 41.87 |
| 2018-09-30 | $305k | 6.5k | 46.87 |
| 2018-06-30 | $230k | 4.5k | 51.05 |
| 2018-03-31 | $238k | 4.6k | 52.23 |
| 2017-12-31 | $789k | 15k | 51.39 |
| 2017-09-30 | $653k | 15k | 43.73 |
| 2017-06-30 | $648k | 15k | 42.97 |
| 2017-03-31 | $693k | 17k | 40.81 |
| 2016-12-31 | $292k | 7.4k | 39.53 |