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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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All positions including Charles Schwab Corporation held by American Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by American Trust

Quarter filed Position value Share count Share price at filing
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