Charles Schwab Corporation shares owned by Walter & Keenan Financial Consulting
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Walter & Keenan Financial Consulting
from 13F filings
Historical chart of Walter & Keenan Financial Consulting investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Walter & Keenan Financial Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.0M | 14k | 72.34 |
| 2023-12-31 | $953k | 14k | 68.80 |
| 2023-09-30 | $761k | 14k | 54.90 |
| 2023-06-30 | $772k | 14k | 56.68 |
| 2023-03-31 | $1.0M | 20k | 52.38 |
| 2022-12-31 | $2.0M | 24k | 83.26 |
| 2022-09-30 | $1.8M | 24k | 71.86 |
| 2022-06-30 | $1.8M | 28k | 63.18 |
| 2022-03-31 | $2.3M | 28k | 84.38 |
| 2021-12-31 | $2.3M | 28k | 84.09 |
| 2021-09-30 | $2.0M | 28k | 72.86 |
| 2021-06-30 | $2.0M | 27k | 72.83 |
| 2021-03-31 | $2.1M | 32k | 65.19 |
| 2020-12-31 | $1.5M | 28k | 53.04 |
| 2020-09-30 | $808k | 22k | 36.23 |
| 2020-06-30 | $703k | 21k | 33.80 |
| 2019-12-31 | $870k | 18k | 47.54 |
| 2019-09-30 | $1.2M | 28k | 41.82 |
| 2019-06-30 | $711k | 18k | 40.17 |
| 2019-03-31 | $535k | 13k | 42.80 |
| 2018-12-31 | $428k | 10k | 41.55 |
| 2018-09-30 | $310k | 6.3k | 49.21 |
| 2018-06-30 | $322k | 6.3k | 51.11 |
| 2018-03-31 | $329k | 6.3k | 52.22 |
| 2017-12-31 | $324k | 6.3k | 51.43 |
| 2017-09-30 | $276k | 6.3k | 43.81 |
| 2017-06-30 | $421k | 9.8k | 42.96 |
| 2017-03-31 | $286k | 7.0k | 40.86 |
| 2016-12-31 | $276k | 7.0k | 39.43 |
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