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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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All positions including Charles Schwab Corporation held by Altfest L J & Co consolidated in one spreadsheet with up to 7 years of data

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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
2024-03-31 $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