Charles Schwab Corporation shares owned by Alta Advisers
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Alta Advisers
from 13F filings
Historical chart of Alta Advisers investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Alta Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $828k | 8.7k | 95.47 |
| 2025-06-30 | $791k | 8.7k | 91.24 |
| 2025-03-31 | $679k | 8.7k | 78.28 |
| 2024-12-31 | $368k | 5.0k | 74.01 |
| 2024-09-30 | $259k | 4.0k | 64.81 |
| 2024-06-30 | $295k | 4.0k | 73.69 |
| 2024-03-31 | $289k | 4.0k | 72.34 |
| 2023-12-31 | $275k | 4.0k | 68.80 |
| 2023-09-30 | $220k | 4.0k | 54.90 |
| 2023-06-30 | $227k | 4.0k | 56.68 |
| 2023-03-31 | $210k | 4.0k | 52.38 |
| 2022-12-31 | $333k | 4.0k | 83.25 |
| 2022-09-30 | $287k | 4.0k | 71.75 |
| 2013-09-30 | $27k | 1.3k | 20.88 |
| 2013-06-30 | $55k | 2.6k | 21.08 |
| 2013-03-31 | $354k | 20k | 17.63 |
| 2012-12-31 | $4.0M | 278k | 14.35 |
| 2012-09-30 | $6.8M | 529k | 12.79 |
| 2012-06-30 | $8.0M | 622k | 12.93 |
| 2012-03-31 | $5.7M | 399k | 14.37 |
| 2011-12-31 | $10M | 918k | 11.26 |