Charles Schwab Corporation shares owned by Welch Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Welch Group
from 13F filings
Historical chart of Welch Group investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Welch Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $278k | 4.3k | 64.81 |
| 2024-06-30 | $315k | 4.3k | 73.70 |
| 2024-03-31 | $309k | 4.3k | 72.34 |
| 2023-12-31 | $293k | 4.3k | 68.80 |
| 2023-09-30 | $242k | 4.4k | 54.90 |
| 2023-06-30 | $250k | 4.4k | 56.68 |
| 2023-03-31 | $230k | 4.4k | 52.38 |
| 2022-12-31 | $204k | 2.5k | 83.27 |
| 2022-06-30 | $232k | 3.7k | 63.13 |