Charles Schwab Corporation shares owned by Atlanta Capital
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Atlanta Capital
from 13F filings
Historical chart of Atlanta Capital investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Atlanta Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $3.7M | 51k | 71.86 |
| 2022-06-30 | $3.2M | 50k | 63.19 |
| 2022-03-31 | $3.8M | 45k | 84.30 |
| 2021-12-31 | $4.2M | 50k | 84.09 |
| 2021-09-30 | $3.7M | 51k | 72.84 |
| 2021-06-30 | $3.7M | 50k | 72.81 |
| 2021-03-31 | $3.0M | 46k | 65.18 |
| 2020-12-31 | $2.2M | 41k | 53.03 |
| 2020-09-30 | $225k | 6.2k | 36.26 |
| 2020-06-30 | $297k | 8.8k | 33.70 |
| 2020-03-31 | $1.4M | 41k | 33.63 |
| 2019-12-31 | $1.7M | 36k | 47.57 |
| 2019-09-30 | $1.4M | 34k | 41.82 |
| 2019-06-30 | $4.1M | 103k | 40.19 |
| 2019-03-31 | $3.5M | 82k | 42.75 |