Charles Schwab Corporation shares owned by Annis Gardner Whiting Capital Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Annis Gardner Whiting Capital Advisors
from 13F filings
Historical chart of Annis Gardner Whiting Capital Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Annis Gardner Whiting Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.8M | 24k | 73.69 |
| 2024-03-31 | $552k | 7.6k | 72.34 |
| 2023-12-31 | $497k | 7.2k | 68.80 |
| 2023-09-30 | $344k | 6.3k | 54.90 |
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