Charles Schwab Corporation shares owned by AlTi Global
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by AlTi Global
from 13F filings
Historical chart of AlTi Global investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by AlTi Global
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 126k | 95.47 |
| 2025-06-30 | $12M | 128k | 92.33 |
| 2025-03-31 | $4.2M | 53k | 78.28 |
| 2024-12-31 | $3.9M | 53k | 74.01 |
| 2024-09-30 | $1.3M | 20k | 64.81 |
| 2024-06-30 | $1.5M | 21k | 73.69 |
| 2024-03-31 | $1.6M | 23k | 72.34 |
| 2023-12-31 | $1.5M | 21k | 68.80 |