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Charles Schwab Corporation shares owned by Alpine Woods Capital Investors

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Alpine Woods Capital Investors from 13F filings

Historical chart of Alpine Woods Capital Investors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Alpine Woods Capital Investors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Alpine Woods Capital Investors

Quarter filed Position value Share count Share price at filing
2026-03-31 $584k 6.2k 93.98
2017-12-31 $411k 8.0k 51.38
2017-09-30 $350k 8.0k 43.75
2017-06-30 $344k 8.0k 43.00
2017-03-31 $286k 7.0k 40.86
2016-12-31 $276k 7.0k 39.43
2016-09-30 $221k 7.0k 31.57
2016-06-30 $228k 9.0k 25.33