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Charles Schwab Corporation shares owned by Boyd Watterson Asset Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Boyd Watterson Asset Management from 13F filings

Historical chart of Boyd Watterson Asset Management investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Boyd Watterson Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Boyd Watterson Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $652k 9.0k 72.34
2023-12-31 $667k 9.7k 68.80
2023-09-30 $533k 9.7k 54.90
2023-06-30 $500k 8.8k 56.68
2023-03-31 $864k 17k 52.38
2022-12-31 $1.2M 14k 83.26
2022-09-30 $856k 12k 71.90
2022-06-30 $729k 12k 63.18