Charles Schwab Corporation shares owned by Atlantic Trust
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Atlantic Trust
from 13F filings
Historical chart of Atlantic Trust investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Atlantic Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Atlantic Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $380k | 5.5k | 68.80 |
| 2023-09-30 | $51k | 925 | 54.90 |
| 2023-06-30 | $52k | 925 | 56.68 |
| 2023-03-31 | $21k | 393 | 52.38 |
| 2022-12-31 | $33k | 393 | 83.97 |
| 2022-09-30 | $24k | 340 | 70.59 |
| 2018-12-31 | $5.8k | 140 | 41.53 |
| 2018-09-30 | $86k | 1.8k | 49.14 |
| 2018-06-30 | $53k | 1.0k | 50.77 |