Charles Schwab Corporation shares owned by Atlas Private Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Atlas Private Wealth Management
from 13F filings
Historical chart of Atlas Private Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Atlas Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $479k | 6.6k | 72.34 |
| 2023-12-31 | $413k | 6.0k | 68.80 |
| 2023-09-30 | $323k | 5.9k | 54.90 |
| 2023-06-30 | $304k | 5.4k | 56.68 |
| 2023-03-31 | $269k | 5.1k | 52.38 |
| 2022-12-31 | $357k | 4.3k | 83.25 |
| 2022-09-30 | $275k | 3.8k | 71.82 |
| 2022-06-30 | $232k | 3.7k | 63.08 |
| 2022-03-31 | $309k | 3.7k | 84.22 |
| 2021-12-31 | $314k | 3.7k | 84.16 |
| 2021-09-30 | $353k | 4.8k | 72.81 |
| 2021-06-30 | $316k | 4.3k | 72.78 |
| 2021-03-31 | $259k | 4.0k | 65.14 |
| 2020-12-31 | $182k | 3.4k | 53.08 |
| 2020-09-30 | $107k | 2.9k | 36.38 |
| 2020-03-31 | $2.0k | 50 | 40.00 |
| 2019-12-31 | $2.0k | 50 | 40.00 |
More positions owned by Atlas Private Wealth Management
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