Charles Schwab Corporation shares owned by A. Montag and Associates
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $13M | 180k | 72.34 |
| 2023-12-31 | $11M | 160k | 68.80 |
| 2023-09-30 | $3.1M | 56k | 54.90 |
| 2023-06-30 | $3.0M | 53k | 56.68 |
| 2023-03-31 | $2.7M | 52k | 52.38 |
| 2022-12-31 | $5.1M | 61k | 83.26 |
| 2022-09-30 | $6.4M | 88k | 71.87 |
| 2022-06-30 | $5.0M | 79k | 63.17 |
| 2022-03-31 | $7.8M | 92k | 84.30 |
| 2021-12-31 | $10M | 119k | 84.10 |
| 2021-09-30 | $4.5M | 62k | 72.83 |
| 2021-06-30 | $61k | 833 | 73.23 |
| 2021-03-31 | $54k | 833 | 64.83 |
| 2020-12-31 | $203k | 3.8k | 52.96 |
| 2018-06-30 | $870k | 17k | 51.07 |
| 2018-03-31 | $640k | 12k | 52.19 |
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