Charles Schwab Corporation shares owned by William Allan
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by William Allan
from 13F filings
Historical chart of William Allan investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by William Allan
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6M | 59k | 95.47 |
| 2025-06-30 | $5.5M | 60k | 91.24 |
| 2025-03-31 | $4.2M | 54k | 78.28 |
| 2024-12-31 | $3.7M | 50k | 74.01 |
| 2024-09-30 | $3.2M | 49k | 64.81 |
| 2024-06-30 | $3.6M | 49k | 73.70 |
| 2024-03-31 | $3.7M | 51k | 72.35 |
| 2023-09-30 | $2.7M | 50k | 54.90 |
| 2023-06-30 | $3.0M | 52k | 56.68 |
| 2023-03-31 | $2.8M | 53k | 52.38 |
| 2022-12-31 | $4.1M | 49k | 83.26 |
| 2022-09-30 | $3.5M | 49k | 71.88 |
| 2022-06-30 | $2.5M | 40k | 63.18 |
| 2022-03-31 | $2.4M | 29k | 84.31 |
| 2021-12-31 | $2.3M | 27k | 84.09 |