Charles Schwab Corporation shares owned by Atticus Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Atticus Wealth Management
from 13F filings
Historical chart of Atticus Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Atticus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $98k | 1.3k | 74.00 |
| 2024-09-30 | $86k | 1.3k | 64.80 |
| 2024-06-30 | $99k | 1.3k | 73.70 |
| 2024-03-31 | $97k | 1.3k | 72.34 |
| 2023-12-31 | $92k | 1.3k | 68.80 |
| 2023-09-30 | $342k | 6.0k | 56.68 |
| 2023-06-30 | $342k | 6.0k | 56.68 |
| 2023-03-31 | $650k | 12k | 52.38 |
| 2022-12-31 | $619k | 7.4k | 83.26 |
| 2022-09-30 | $475k | 7.5k | 63.15 |
| 2022-06-30 | $475k | 7.5k | 63.15 |
| 2022-03-31 | $656k | 7.8k | 84.35 |
| 2021-12-31 | $663k | 7.9k | 84.14 |
| 2021-09-30 | $432k | 5.9k | 72.81 |
| 2021-06-30 | $432k | 5.9k | 72.81 |
| 2021-03-31 | $387k | 5.9k | 65.23 |
| 2020-12-31 | $315k | 5.9k | 53.09 |
| 2020-09-30 | $215k | 5.9k | 36.24 |
| 2020-06-30 | $211k | 6.2k | 33.80 |
| 2020-03-31 | $210k | 6.2k | 33.64 |
| 2019-12-31 | $297k | 6.2k | 47.58 |