Charles Schwab Corporation shares owned by Atria Investments
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Atria Investments
from 13F filings
Historical chart of Atria Investments investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Atria Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $14M | 187k | 72.34 |
| 2023-12-31 | $13M | 189k | 68.80 |
| 2023-09-30 | $10M | 187k | 54.90 |
| 2023-06-30 | $11M | 188k | 56.68 |
| 2023-03-31 | $6.8M | 129k | 52.38 |
| 2022-12-31 | $9.0M | 108k | 83.26 |
| 2022-09-30 | $7.4M | 103k | 71.87 |
| 2022-06-30 | $5.4M | 85k | 63.18 |
| 2022-03-31 | $6.4M | 76k | 84.31 |
| 2021-12-31 | $5.8M | 68k | 84.10 |
| 2021-09-30 | $5.4M | 74k | 72.84 |
| 2021-06-30 | $5.3M | 73k | 72.81 |
| 2021-03-31 | $3.3M | 50k | 65.19 |
| 2020-12-31 | $3.2M | 60k | 53.04 |
| 2020-09-30 | $2.2M | 62k | 36.23 |
| 2020-06-30 | $3.1M | 91k | 33.74 |
| 2019-12-31 | $3.7M | 77k | 47.56 |
| 2019-09-30 | $2.4M | 57k | 41.83 |
| 2019-06-30 | $1.0M | 27k | 37.02 |
| 2019-03-31 | $1.3M | 30k | 42.74 |
| 2018-12-31 | $986k | 24k | 41.54 |
| 2018-09-30 | $1.3M | 26k | 49.16 |
| 2018-06-30 | $734k | 14k | 51.07 |
| 2018-03-31 | $688k | 13k | 52.21 |
| 2017-12-31 | $930k | 18k | 51.39 |
| 2017-09-30 | $708k | 16k | 43.73 |
| 2017-06-30 | $645k | 15k | 42.93 |
| 2017-03-31 | $611k | 15k | 40.84 |
| 2016-12-31 | $577k | 15k | 39.47 |
| 2016-09-30 | $261k | 8.3k | 31.58 |
| 2016-06-30 | $355k | 14k | 25.95 |
| 2016-03-31 | $366k | 13k | 28.04 |
| 2015-12-31 | $416k | 14k | 29.00 |
| 2015-09-30 | $14k | 392 | 34.97 |
| 2015-06-30 | $471k | 14k | 32.64 |
| 2015-03-31 | $478k | 16k | 30.46 |
| 2014-12-31 | $552k | 18k | 30.20 |
| 2014-09-30 | $607k | 21k | 29.40 |
| 2014-06-30 | $527k | 20k | 26.95 |
| 2014-03-31 | $473k | 17k | 27.35 |
| 2013-12-31 | $439k | 17k | 26.00 |
| 2013-09-30 | $340k | 16k | 21.14 |
| 2013-06-30 | $393k | 19k | 21.23 |
| 2011-12-31 | $238k | 21k | 11.28 |