Charles Schwab Corporation shares owned by Boyd Watterson Asset Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Boyd Watterson Asset Management
from 13F filings
Historical chart of Boyd Watterson Asset Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Boyd Watterson Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 13k | 95.47 |
| 2025-06-30 | $1.1M | 12k | 91.24 |
| 2025-03-31 | $919k | 12k | 78.28 |
| 2024-12-31 | $843k | 11k | 74.01 |
| 2024-09-30 | $1.2M | 19k | 64.81 |
| 2024-06-30 | $1.0M | 14k | 73.69 |
| 2024-03-31 | $652k | 9.0k | 72.34 |
| 2023-12-31 | $667k | 9.7k | 68.80 |
| 2023-09-30 | $533k | 9.7k | 54.90 |
| 2023-06-30 | $500k | 8.8k | 56.68 |
| 2023-03-31 | $864k | 17k | 52.38 |
| 2022-12-31 | $1.2M | 14k | 83.26 |
| 2022-09-30 | $856k | 12k | 71.90 |
| 2022-06-30 | $729k | 12k | 63.18 |
More positions owned by Boyd Watterson Asset Management
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