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Charles Schwab Corporation shares owned by First Western Trust Bank

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

Historical chart of First Western Trust Bank investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by First Western Trust Bank consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by First Western Trust Bank

Quarter filed Position value Share count Share price at filing
2024-09-30 $582k 9.0k 64.81
2024-06-30 $728k 9.9k 73.69
2024-03-31 $5.9M 82k 72.34
2023-12-31 $5.9M 86k 68.80
2023-09-30 $4.8M 88k 54.90
2023-06-30 $5.3M 93k 56.68
2023-03-31 $5.5M 105k 52.38
2022-12-31 $8.4M 100k 83.26
2022-09-30 $6.9M 96k 71.87
2022-06-30 $7.9M 124k 63.62
2022-03-31 $12M 133k 88.76