Charles Schwab Corporation shares owned by Willingdon Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Willingdon Wealth Management
from 13F filings
Historical chart of Willingdon Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Willingdon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-03-31 | $3.9M | 117k | 33.62 |
| 2019-12-31 | $5.0k | 112 | 44.64 |
| 2019-09-30 | $5.0k | 112 | 44.64 |
| 2018-09-30 | $4.0k | 77 | 51.95 |
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