Charles Schwab Corporation shares owned by Atwood & Palmer
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Atwood & Palmer
from 13F filings
Historical chart of Atwood & Palmer investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Atwood & Palmer
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $192k | 2.0k | 95.45 |
| 2025-06-30 | $211k | 2.3k | 91.24 |
| 2025-03-31 | $25k | 313 | 78.28 |
| 2022-03-31 | $5.0k | 65 | 76.92 |
| 2021-12-31 | $5.0k | 65 | 76.92 |
| 2021-09-30 | $5.0k | 65 | 76.92 |
| 2021-06-30 | $5.0k | 65 | 76.92 |
| 2021-03-31 | $4.0k | 65 | 61.54 |
| 2020-06-30 | $16k | 475 | 33.68 |
| 2020-03-31 | $16k | 475 | 33.68 |
| 2018-12-31 | $10k | 230 | 43.48 |
| 2015-12-31 | $14k | 426 | 32.86 |
| 2015-09-30 | $12k | 426 | 28.17 |
| 2015-06-30 | $14k | 426 | 32.86 |