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Charles Schwab Corporation shares owned by Annandale Capital

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Annandale Capital from 13F filings

Historical chart of Annandale Capital investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Annandale Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.9M 60k 64.81
2024-06-30 $4.4M 60k 73.68
2024-03-31 $4.3M 60k 72.34
2023-12-31 $4.1M 60k 68.79
2023-09-30 $2.4M 43k 54.91
2023-06-30 $2.0M 35k 56.68
2023-03-31 $1.6M 31k 52.39
2022-12-31 $1.3M 16k 83.25
2022-09-30 $1.2M 16k 71.84
2022-06-30 $1.1M 18k 63.17
2022-03-31 $205k 2.4k 84.29
2021-12-31 $205k 2.4k 84.29