Charles Schwab Corporation shares owned by Amg National Trust Bank
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Amg National Trust Bank
from 13F filings
Historical chart of Amg National Trust Bank investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Amg National Trust Bank
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.4M | 116k | 72.34 |
| 2023-12-31 | $6.7M | 97k | 68.80 |
| 2023-09-30 | $4.6M | 84k | 54.90 |
| 2023-06-30 | $4.9M | 87k | 56.68 |
| 2023-03-31 | $2.4M | 45k | 52.38 |
| 2022-12-31 | $4.8M | 58k | 83.26 |
| 2022-09-30 | $4.0M | 56k | 71.86 |
| 2022-06-30 | $3.3M | 50k | 65.22 |
| 2022-03-31 | $3.7M | 44k | 84.31 |
| 2021-12-31 | $4.5M | 53k | 84.10 |
| 2021-09-30 | $4.4M | 60k | 73.96 |
| 2021-06-30 | $5.2M | 72k | 72.57 |
| 2021-03-31 | $4.8M | 74k | 65.18 |
| 2020-12-31 | $2.1M | 41k | 53.04 |
| 2020-09-30 | $2.8M | 78k | 35.56 |
| 2020-06-30 | $2.8M | 81k | 34.07 |
| 2020-03-31 | $465k | 14k | 33.60 |