WoodTrust Financial Corp »

Charles Schwab Corporation shares owned by WoodTrust Financial Corp

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by WoodTrust Financial Corp from 13F filings

Historical chart of WoodTrust Financial Corp investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by WoodTrust Financial Corp consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Charles Schwab Corporation by WoodTrust Financial Corp

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 32k 72.29
2023-12-31 $2.1M 31k 68.82
2023-09-30 $1.1M 20k 54.78
2023-06-30 $1.1M 19k 56.76

More positions owned by WoodTrust Financial Corp

Ishares Tr Msci Eafe Etf Other
Microsoft Corp Common Stock (MSFT)
Vanguard Index Fds Mcap Vl Idxvip Other
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B)
Vanguard Index Fds Mcap Gr Idxvip Other
Ishares Tr Rus 2000 Val Etf Other
Ishares Tr Rus 2000 Grw Etf Other
Amazon Common Stock (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf Other
Salesforce Common Stock (CRM)
Apple Common Stock (AAPL)
Jpmorgan Chase & Co Common Stock (JPM)
Costco Whsl Corp Common Stock (COST)
Johnson & Johnson Common Stock (JNJ)
Berkshire Hathaway Inc Del Cl A Common Stock (BRK.A)

View all positions for WoodTrust Financial Corp

Top funds holding Charles Schwab Corporation

Vanguard Group
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Harris Associates L.P
Alliancebernstein
Fisher Investments
Flossbach Von Storch
Bank of America Corporation
Norges Bank Investment Management
Citadel Advisors
Wellington Management Company
Bank of New York Mellon
Legal & General Group

View all funds holding Charles Schwab Corporation