Charles Schwab Corporation shares owned by Athena Investment Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Athena Investment Management
from 13F filings
Historical chart of Athena Investment Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Athena Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $500k | 7.7k | 64.81 |
| 2024-06-30 | $568k | 7.7k | 73.69 |
| 2024-03-31 | $558k | 7.7k | 72.34 |
| 2023-09-30 | $423k | 7.7k | 54.90 |
| 2023-06-30 | $437k | 7.7k | 56.68 |
| 2023-03-31 | $391k | 7.5k | 52.38 |
| 2022-12-31 | $621k | 7.5k | 83.26 |
| 2022-09-30 | $536k | 7.5k | 71.87 |
| 2022-06-30 | $471k | 7.5k | 63.15 |
| 2022-03-31 | $630k | 7.5k | 84.47 |
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