Charles Schwab Corporation shares owned by Whitney & Company
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Whitney & Company
from 13F filings
Historical chart of Whitney & Company investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Whitney & Company consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Whitney & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $19M | 280k | 68.80 |
| 2023-09-30 | $15M | 279k | 54.90 |
| 2023-06-30 | $16M | 277k | 56.68 |
| 2023-03-31 | $12M | 235k | 52.38 |
| 2022-12-31 | $19M | 227k | 83.26 |
| 2022-09-30 | $16M | 226k | 71.87 |
| 2022-06-30 | $14M | 225k | 63.18 |
| 2022-03-31 | $16M | 185k | 84.31 |
| 2021-12-31 | $16M | 184k | 84.10 |
| 2021-09-30 | $13M | 184k | 72.84 |
| 2021-06-30 | $13M | 183k | 72.81 |
| 2021-03-31 | $12M | 181k | 65.18 |
| 2020-12-31 | $10M | 179k | 56.21 |
| 2020-09-30 | $6.6M | 183k | 36.23 |
| 2020-06-30 | $6.2M | 183k | 33.74 |
| 2020-03-31 | $6.1M | 182k | 33.62 |
| 2019-12-31 | $8.7M | 184k | 47.56 |
| 2019-09-30 | $8.0M | 184k | 43.22 |
| 2019-06-30 | $3.9M | 97k | 40.19 |
| 2019-03-31 | $4.4M | 95k | 45.78 |
| 2018-12-31 | $4.0M | 84k | 47.19 |
| 2018-09-30 | $4.9M | 100k | 48.63 |
| 2018-06-30 | $4.8M | 95k | 51.10 |
| 2018-03-31 | $1.7M | 33k | 52.21 |
| 2017-12-31 | $244k | 4.7k | 51.43 |