Charles Schwab Corporation shares owned by WESPAC Advisors SoCal
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by WESPAC Advisors SoCal
from 13F filings
Historical chart of WESPAC Advisors SoCal investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by WESPAC Advisors SoCal
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $420k | 5.8k | 72.34 |
| 2023-12-31 | $399k | 5.8k | 68.80 |
| 2023-09-30 | $319k | 5.8k | 54.90 |
| 2023-06-30 | $295k | 5.2k | 56.68 |
| 2023-03-31 | $273k | 5.2k | 52.38 |
| 2022-12-31 | $433k | 5.2k | 83.26 |
| 2022-09-30 | $435k | 5.5k | 79.74 |
| 2022-06-30 | $792k | 13k | 63.17 |
| 2022-03-31 | $1.1M | 13k | 84.28 |
| 2021-12-31 | $11M | 202k | 55.63 |
| 2021-09-30 | $395k | 5.2k | 75.89 |
| 2021-06-30 | $379k | 5.2k | 72.81 |
| 2021-03-31 | $339k | 5.2k | 65.13 |
| 2020-12-31 | $276k | 5.2k | 53.03 |
| 2020-09-30 | $203k | 5.3k | 38.14 |
| 2019-12-31 | $315k | 6.6k | 47.57 |
| 2019-09-30 | $277k | 6.6k | 41.83 |
| 2019-06-30 | $266k | 6.6k | 40.17 |
| 2019-03-31 | $283k | 6.6k | 42.74 |
| 2018-12-31 | $275k | 6.6k | 41.53 |
| 2018-09-30 | $319k | 6.5k | 49.04 |
| 2018-06-30 | $365k | 7.0k | 52.11 |
| 2018-03-31 | $365k | 7.0k | 52.11 |
| 2017-12-31 | $344k | 6.7k | 51.30 |
| 2017-09-30 | $293k | 6.7k | 43.70 |
| 2017-06-30 | $288k | 6.7k | 42.95 |
| 2017-03-31 | $274k | 6.7k | 40.81 |
| 2016-12-31 | $265k | 6.7k | 39.47 |
| 2016-09-30 | $228k | 7.2k | 31.57 |
| 2016-06-30 | $182k | 7.2k | 25.31 |
| 2016-03-31 | $202k | 7.2k | 28.02 |
| 2015-12-31 | $237k | 7.2k | 32.89 |