Wal-Mart Stores shares owned by Charles Schwab Investment Advisory
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Charles Schwab Investment Advisory
from 13F filings
Historical chart of Charles Schwab Investment Advisory investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Charles Schwab Investment Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wal-Mart Stores by Charles Schwab Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $286k | 4.8k | 60.17 |
| 2023-12-31 | $204k | 1.3k | 157.70 |
| 2023-09-30 | $217k | 1.4k | 159.98 |
| 2023-06-30 | $208k | 1.3k | 157.14 |
| 2022-03-31 | $203k | 1.4k | 149.05 |
| 2019-12-31 | $377M | 3.2M | 118.84 |
| 2019-09-30 | $376M | 3.2M | 118.68 |
| 2019-06-30 | $350M | 3.2M | 110.49 |
| 2019-03-31 | $306M | 3.1M | 97.53 |
| 2018-12-31 | $290M | 3.1M | 93.15 |
| 2018-09-30 | $293M | 3.1M | 93.91 |
| 2018-06-30 | $266M | 3.1M | 85.65 |
More positions owned by Charles Schwab Investment Advisory
View all positions for Charles Schwab Investment Advisory