Charles Schwab Corporation shares owned by Alpha Family Trust
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Alpha Family Trust
from 13F filings
Historical chart of Alpha Family Trust investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Alpha Family Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $580k | 6.1k | 95.47 |
| 2025-06-30 | $554k | 6.1k | 91.24 |
| 2025-03-31 | $475k | 6.1k | 78.28 |
| 2024-12-31 | $449k | 6.1k | 74.01 |
| 2024-09-30 | $393k | 6.1k | 64.81 |
| 2024-06-30 | $447k | 6.1k | 73.69 |
| 2024-03-31 | $439k | 6.1k | 72.34 |
| 2023-12-31 | $418k | 6.1k | 68.80 |
| 2023-09-30 | $256k | 4.7k | 54.90 |
| 2022-12-31 | $323k | 3.9k | 83.26 |