Charles Schwab Corporation shares owned by Aviance Capital Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Aviance Capital Partners
from 13F filings
Historical chart of Aviance Capital Partners investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Aviance Capital Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Aviance Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.3M | 87k | 72.34 |
| 2023-12-31 | $5.6M | 81k | 68.80 |
| 2023-09-30 | $4.4M | 81k | 54.90 |
| 2023-06-30 | $4.7M | 84k | 56.68 |
| 2023-03-31 | $3.9M | 75k | 52.38 |
| 2022-12-31 | $6.2M | 74k | 83.26 |
| 2022-09-30 | $5.3M | 74k | 71.87 |
| 2022-06-30 | $4.7M | 74k | 63.17 |
| 2022-03-31 | $6.1M | 73k | 84.31 |
| 2021-12-31 | $6.0M | 71k | 84.11 |
| 2021-09-30 | $5.1M | 70k | 72.83 |
| 2021-06-30 | $4.9M | 67k | 72.81 |
| 2021-03-31 | $4.1M | 62k | 65.17 |
| 2020-12-31 | $3.3M | 62k | 53.04 |
| 2020-09-30 | $2.2M | 61k | 36.23 |
| 2020-06-30 | $2.1M | 61k | 33.75 |
| 2020-03-31 | $1.8M | 54k | 33.63 |
| 2019-12-31 | $2.7M | 57k | 47.56 |
| 2019-09-30 | $2.5M | 61k | 41.83 |
| 2019-06-30 | $2.4M | 61k | 40.20 |
| 2019-03-31 | $2.6M | 60k | 42.76 |
| 2018-12-31 | $2.4M | 57k | 41.53 |
| 2018-09-30 | $3.3M | 68k | 49.15 |
| 2018-06-30 | $3.6M | 71k | 51.10 |
| 2018-03-31 | $3.6M | 68k | 52.21 |
| 2017-12-31 | $3.1M | 60k | 51.36 |
| 2017-09-30 | $1.7M | 39k | 43.74 |
| 2017-06-30 | $1.6M | 36k | 42.97 |
| 2017-03-31 | $1.5M | 36k | 40.82 |
| 2016-12-31 | $1.3M | 34k | 39.47 |
| 2016-09-30 | $805k | 26k | 31.57 |
| 2016-06-30 | $683k | 27k | 25.30 |
| 2016-03-31 | $757k | 27k | 28.04 |
| 2015-12-31 | $897k | 27k | 32.94 |