Charles Schwab Corporation shares owned by Altium Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Altium Wealth Management
from 13F filings
Historical chart of Altium Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Altium Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $4.6M | 73k | 63.19 |
| 2022-03-31 | $8.0M | 95k | 84.31 |
| 2021-12-31 | $4.8M | 57k | 84.10 |
| 2021-09-30 | $3.1M | 43k | 72.83 |
| 2021-06-30 | $1.9M | 26k | 72.81 |
| 2021-03-31 | $1.1M | 17k | 65.20 |
| 2020-12-31 | $351k | 6.6k | 52.98 |
| 2020-09-30 | $229k | 6.3k | 36.18 |
| 2020-06-30 | $244k | 7.2k | 33.68 |
| 2020-03-31 | $299k | 8.9k | 33.64 |
| 2019-12-31 | $298k | 6.3k | 47.50 |
| 2018-12-31 | $212k | 5.1k | 41.46 |
| 2018-09-30 | $388k | 7.9k | 49.17 |
| 2018-06-30 | $237k | 4.6k | 51.00 |