First Western Investment Management »

Charles Schwab Corporation shares owned by First Western Investment Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by First Western Investment Management from 13F filings

Historical chart of First Western Investment Management investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by First Western Investment Management 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 First Western Investment Management

Quarter filed Position value Share count Share price at filing
2012-03-31 $2.0M 140k 14.37
2011-12-31 $1.5M 131k 11.26
2011-09-30 $1.5M 133k 11.27
2011-06-30 $2.3M 139k 16.45
2011-03-31 $2.2M 125k 18.03
2010-12-31 $2.0M 117k 17.11