Aviance Capital Partners »

Charles Schwab Corporation shares owned by Aviance Capital Partners

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Aviance Capital Partners from 13F filings

Historical chart of Aviance Capital Partners investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Aviance Capital Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Charles Schwab Corporation by Aviance Capital Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.8M 90k 64.81
2024-06-30 $6.5M 89k 73.69
2024-03-31 $6.3M 87k 72.34
2023-12-31 $5.6M 81k 68.80
2023-09-30 $4.4M 81k 54.90
2023-06-30 $4.7M 84k 56.68
2023-03-31 $3.9M 75k 52.38
2022-12-31 $6.2M 74k 83.26
2022-09-30 $5.3M 74k 71.87
2022-06-30 $4.7M 74k 63.17
2022-03-31 $6.1M 73k 84.31
2021-12-31 $6.0M 71k 84.11
2021-09-30 $5.1M 70k 72.83
2021-06-30 $4.9M 67k 72.81
2021-03-31 $4.1M 62k 65.17
2020-12-31 $3.3M 62k 53.04
2020-09-30 $2.2M 61k 36.23
2020-06-30 $2.1M 61k 33.75
2020-03-31 $1.8M 54k 33.63
2019-12-31 $2.7M 57k 47.56
2019-09-30 $2.5M 61k 41.83
2019-06-30 $2.4M 61k 40.20
2019-03-31 $2.6M 60k 42.76
2018-12-31 $2.4M 57k 41.53
2018-09-30 $3.3M 68k 49.15
2018-06-30 $3.6M 71k 51.10
2018-03-31 $3.6M 68k 52.21
2017-12-31 $3.1M 60k 51.36
2017-09-30 $1.7M 39k 43.74
2017-06-30 $1.6M 36k 42.97
2017-03-31 $1.5M 36k 40.82
2016-12-31 $1.3M 34k 39.47
2016-09-30 $805k 26k 31.57
2016-06-30 $683k 27k 25.30
2016-03-31 $757k 27k 28.04
2015-12-31 $897k 27k 32.94