Charles Schwab Corporation shares owned by American Assets Investment Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by American Assets Investment Management
from 13F filings
Historical chart of American Assets Investment Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by American Assets Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.3M | 87k | 95.47 |
| 2025-06-30 | $7.9M | 87k | 91.24 |
| 2025-03-31 | $6.8M | 87k | 78.28 |
| 2024-12-31 | $6.4M | 87k | 74.01 |
| 2024-09-30 | $5.6M | 87k | 64.81 |
| 2024-06-30 | $6.4M | 87k | 73.69 |
| 2024-03-31 | $6.3M | 87k | 72.34 |
| 2023-09-30 | $4.8M | 87k | 54.90 |
| 2023-06-30 | $4.9M | 87k | 56.68 |
| 2023-03-31 | $4.3M | 82k | 52.38 |
| 2022-12-31 | $6.8M | 82k | 83.26 |
| 2022-09-30 | $5.9M | 82k | 71.87 |
| 2022-06-30 | $5.2M | 82k | 63.18 |
| 2022-03-31 | $6.9M | 82k | 84.31 |
| 2021-12-31 | $6.9M | 82k | 84.10 |
| 2021-09-30 | $5.9M | 82k | 72.84 |
| 2021-06-30 | $5.9M | 82k | 72.81 |
| 2021-03-31 | $5.3M | 82k | 65.19 |
| 2020-12-31 | $4.3M | 82k | 53.04 |
| 2020-09-30 | $2.2M | 60k | 36.23 |
| 2020-06-30 | $2.0M | 60k | 33.73 |
| 2020-03-31 | $672k | 20k | 33.60 |
| 2019-12-31 | $951k | 20k | 47.55 |
More positions owned by American Assets Investment Management
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