Charles Schwab Corporation shares owned by American Trust
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by American Trust
from 13F filings
Historical chart of American Trust investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by American Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.8M | 43k | 64.81 |
| 2024-06-30 | $4.1M | 56k | 73.69 |
| 2024-03-31 | $4.2M | 59k | 72.34 |
| 2023-12-31 | $4.2M | 61k | 68.80 |
| 2023-09-30 | $3.4M | 62k | 54.90 |
| 2023-06-30 | $3.0M | 53k | 56.68 |
| 2023-03-31 | $2.7M | 52k | 52.38 |
| 2022-12-31 | $3.6M | 43k | 83.26 |
| 2022-09-30 | $2.9M | 41k | 71.87 |
| 2022-06-30 | $1.9M | 30k | 63.18 |