Charles Schwab Corporation shares owned by Altfest L J & Co
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Altfest L J & Co
from 13F filings
Historical chart of Altfest L J & Co investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Altfest L J & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $644k | 8.7k | 73.68 |
| 2024-03-31 | $1.1M | 15k | 72.33 |
| 2023-12-31 | $1.9M | 28k | 68.78 |
| 2023-09-30 | $1.4M | 25k | 54.90 |
| 2023-06-30 | $1.5M | 26k | 56.69 |
| 2023-03-31 | $1.4M | 26k | 52.39 |
| 2022-12-31 | $621k | 7.5k | 83.31 |
| 2022-09-30 | $725k | 10k | 71.86 |
| 2022-06-30 | $319k | 5.1k | 63.17 |
| 2020-12-31 | $350k | 6.6k | 53.09 |
| 2020-09-30 | $1.4M | 38k | 36.22 |
| 2020-06-30 | $956k | 28k | 33.72 |
| 2020-03-31 | $431k | 13k | 33.64 |
| 2017-12-31 | $257k | 5.0k | 51.40 |