Charles Schwab Corporation shares owned by Ferguson Wellman Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Ferguson Wellman Capital Management
from 13F filings
Historical chart of Ferguson Wellman Capital Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Ferguson Wellman Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $290k | 4.5k | 64.81 |
| 2024-06-30 | $576k | 7.8k | 73.69 |
| 2024-03-31 | $334k | 4.6k | 72.34 |
| 2023-12-31 | $317k | 4.6k | 68.80 |
| 2023-09-30 | $255k | 4.6k | 54.90 |
| 2023-06-30 | $277k | 4.9k | 56.68 |
| 2023-03-31 | $275k | 5.2k | 52.38 |
| 2022-12-31 | $453k | 5.4k | 83.23 |
| 2022-09-30 | $377k | 5.2k | 71.91 |
| 2022-06-30 | $327k | 5.2k | 63.18 |
| 2022-03-31 | $436k | 5.2k | 84.23 |
| 2021-12-31 | $411k | 4.9k | 84.03 |
| 2021-09-30 | $356k | 4.9k | 72.79 |
| 2021-06-30 | $356k | 4.9k | 72.79 |
| 2021-03-31 | $323k | 5.0k | 65.11 |
| 2020-12-31 | $263k | 5.0k | 53.01 |
| 2019-12-31 | $210k | 4.4k | 47.51 |
| 2019-03-31 | $215k | 5.0k | 42.83 |
| 2018-12-31 | $208k | 5.0k | 41.43 |
| 2018-09-30 | $247k | 5.0k | 49.20 |
| 2018-06-30 | $257k | 5.0k | 51.20 |
| 2018-03-31 | $292k | 5.6k | 52.21 |
| 2017-12-31 | $284k | 5.5k | 51.45 |
| 2017-09-30 | $215k | 4.9k | 43.70 |
| 2017-06-30 | $248k | 5.8k | 42.91 |
| 2017-03-31 | $201k | 4.9k | 40.85 |
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