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Charles Schwab Corporation shares owned by Atalanta Sosnoff Capital

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

Historical chart of Atalanta Sosnoff Capital investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Charles Schwab Corporation by Atalanta Sosnoff Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $36M 557k 64.81
2024-06-30 $89M 1.2M 73.69
2024-03-31 $77M 1.1M 72.34
2023-12-31 $80M 1.2M 68.80
2023-09-30 $39M 717k 54.90
2023-06-30 $43M 758k 56.68
2023-03-31 $21M 408k 52.38
2019-12-31 $6.0M 126k 47.56
2019-09-30 $335k 8.0k 41.88
2019-06-30 $439k 11k 40.16
2019-03-31 $467k 11k 42.73
2018-12-31 $552k 13k 41.55
2018-09-30 $659k 13k 49.18
2018-06-30 $4.6M 90k 51.10
2018-03-31 $4.6M 89k 52.22
2017-12-31 $494k 9.6k 51.40
2017-09-30 $428k 9.8k 43.76
2017-06-30 $9.0M 210k 42.96
2017-03-31 $11M 268k 40.81
2016-12-31 $15M 378k 39.47
2016-09-30 $7.1M 226k 31.57
2016-03-31 $12M 434k 28.02
2015-12-31 $47M 1.4M 32.93
2015-09-30 $40M 1.4M 28.56
2015-06-30 $45M 1.4M 32.65
2015-03-31 $43M 1.4M 30.44
2014-12-31 $82M 2.7M 30.19
2014-09-30 $107M 3.6M 29.39
2014-06-30 $90M 3.3M 26.93
2014-03-31 $62M 2.3M 27.33
2013-12-31 $59M 2.3M 26.00
2013-09-30 $43M 2.1M 21.14
2013-06-30 $51M 2.4M 21.23
2012-03-31 $33M 2.3M 14.37