Charles Schwab Corporation shares owned by Bruce G. Allen Investments
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Bruce G. Allen Investments
from 13F filings
Historical chart of Bruce G. Allen Investments investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Bruce G. Allen Investments consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Bruce G. Allen Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $203k | 2.1k | 95.47 |
| 2025-06-30 | $214k | 2.3k | 91.24 |
| 2025-03-31 | $249k | 3.2k | 78.28 |
| 2024-12-31 | $215k | 2.9k | 74.01 |
| 2024-09-30 | $195k | 3.0k | 64.81 |
| 2024-06-30 | $204k | 2.8k | 73.69 |
| 2024-03-31 | $194k | 2.7k | 72.34 |
| 2023-12-31 | $170k | 2.5k | 68.80 |
More positions owned by Bruce G. Allen Investments
View all positions for Bruce G. Allen Investments