Charles Schwab Corporation shares owned by Kathleen S. Wright Associates
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Kathleen S. Wright Associates
from 13F filings
Historical chart of Kathleen S. Wright Associates investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Kathleen S. Wright Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $212k | 2.9k | 73.03 |
| 2024-09-30 | $188k | 2.9k | 64.81 |
| 2024-06-30 | $206k | 2.8k | 73.69 |
| 2024-03-31 | $206k | 2.9k | 72.34 |
| 2023-12-31 | $258k | 4.2k | 61.88 |
| 2023-09-30 | $229k | 4.2k | 54.90 |
| 2023-06-30 | $153k | 2.7k | 56.68 |
| 2023-03-31 | $141k | 2.7k | 52.38 |
| 2022-12-31 | $317k | 3.8k | 83.16 |
| 2022-09-30 | $274k | 3.8k | 71.88 |
| 2022-06-30 | $241k | 3.8k | 63.22 |
| 2022-03-31 | $321k | 3.8k | 84.25 |
| 2021-12-31 | $329k | 3.9k | 84.19 |
More positions owned by Kathleen S. Wright Associates
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