Charles Schwab Corporation shares owned by David R. Rahn Inc. dba Avalon Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by David R. Rahn Inc. dba Avalon Capital Management
from 13F filings
Historical chart of David R. Rahn Inc. dba Avalon Capital Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by David R. Rahn Inc. dba Avalon Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $538k | 5.6k | 95.48 |
| 2025-06-30 | $518k | 5.7k | 91.25 |
| 2025-03-31 | $460k | 5.9k | 78.29 |
| 2024-12-31 | $448k | 6.0k | 74.02 |
| 2024-09-30 | $398k | 6.1k | 64.81 |
| 2024-06-30 | $579k | 7.9k | 73.69 |
| 2023-12-31 | $406k | 5.9k | 68.80 |
| 2017-12-31 | $813k | 16k | 51.40 |
| 2017-09-30 | $894k | 20k | 43.75 |
| 2015-06-30 | $1.0M | 32k | 32.64 |
| 2015-03-31 | $948k | 31k | 30.43 |
More positions owned by David R. Rahn Inc. dba Avalon Capital Management
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