Charles Schwab Corporation shares owned by David Allen
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by David Allen
from 13F filings
Historical chart of David Allen investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by David Allen
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $359k | 3.8k | 95.48 |
| 2023-06-30 | $299k | 5.3k | 56.61 |
| 2022-12-31 | $528k | 6.3k | 83.23 |
| 2021-09-30 | $277k | 3.8k | 72.78 |
| 2021-06-30 | $294k | 4.0k | 72.83 |
| 2021-03-31 | $263k | 4.0k | 65.15 |
| 2018-06-30 | $375k | 7.3k | 51.16 |
| 2018-03-31 | $6.0k | 110 | 54.55 |
| 2017-12-31 | $6.0k | 110 | 54.55 |
| 2017-09-30 | $5.0k | 122 | 40.98 |
| 2017-06-30 | $532k | 12k | 42.93 |
| 2017-03-31 | $436k | 11k | 40.80 |