Charles Schwab Corporation shares owned by Avalon Trust
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Avalon Trust
from 13F filings
Historical chart of Avalon Trust investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Avalon Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $672k | 7.0k | 95.47 |
| 2025-06-30 | $639k | 7.0k | 91.24 |
| 2025-03-31 | $651k | 8.3k | 78.28 |
| 2024-12-31 | $749k | 10k | 74.01 |
| 2024-09-30 | $648k | 10k | 64.81 |
| 2024-06-30 | $1.0M | 14k | 73.69 |
| 2024-03-31 | $1.0M | 14k | 72.34 |
| 2023-12-31 | $963k | 14k | 68.80 |
| 2023-09-30 | $769k | 14k | 54.90 |
| 2023-06-30 | $964k | 17k | 56.68 |
| 2023-03-31 | $900k | 17k | 52.38 |