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Charles Schwab Corporation shares owned by PWM

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by PWM from 13F filings

Historical chart of PWM investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by PWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by PWM

Quarter filed Position value Share count Share price at filing
2020-03-31 $10M 307k 33.62
2019-12-31 $14M 289k 47.56
2019-09-30 $12M 289k 41.83
2019-06-30 $9.2M 229k 40.19