Charles Schwab Corporation shares owned by Tradewinds Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Tradewinds Capital Management
from 13F filings
Historical chart of Tradewinds Capital Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Tradewinds Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $59k | 621 | 95.48 |
| 2025-06-30 | $17k | 188 | 91.03 |
| 2025-03-31 | $15k | 187 | 78.28 |
| 2024-12-31 | $14k | 186 | 74.17 |
| 2024-09-30 | $12k | 186 | 64.77 |
| 2024-06-30 | $14k | 185 | 73.77 |
| 2024-03-31 | $13k | 174 | 72.18 |
| 2023-12-31 | $12k | 173 | 68.77 |
| 2023-09-30 | $9.5k | 172 | 54.96 |
| 2023-06-30 | $9.7k | 171 | 56.83 |
| 2023-03-31 | $18k | 346 | 52.33 |
| 2022-12-31 | $14k | 171 | 83.32 |
| 2022-09-30 | $12k | 171 | 70.18 |
| 2022-06-30 | $11k | 169 | 65.09 |
| 2022-03-31 | $33k | 390 | 84.62 |
| 2021-12-31 | $33k | 389 | 84.83 |
| 2021-09-30 | $32k | 439 | 72.89 |
| 2021-06-30 | $28k | 388 | 72.16 |
| 2021-03-31 | $25k | 388 | 64.43 |
| 2020-12-31 | $21k | 388 | 54.12 |
| 2020-09-30 | $8.0k | 221 | 36.20 |
| 2020-06-30 | $7.0k | 221 | 31.67 |
| 2020-03-31 | $7.0k | 221 | 31.67 |
| 2019-12-31 | $11k | 221 | 49.77 |
| 2019-09-30 | $9.0k | 221 | 40.72 |
| 2019-06-30 | $9.0k | 221 | 40.72 |
| 2019-03-31 | $14k | 338 | 41.42 |
| 2018-12-31 | $14k | 338 | 41.42 |
| 2018-09-30 | $17k | 337 | 50.45 |
| 2018-06-30 | $17k | 337 | 50.45 |
| 2018-03-31 | $19k | 371 | 51.21 |
| 2017-12-31 | $19k | 371 | 51.21 |
| 2017-09-30 | $15k | 336 | 44.64 |
| 2017-06-30 | $14k | 336 | 41.67 |
| 2017-03-31 | $14k | 336 | 41.67 |
| 2016-12-31 | $13k | 336 | 38.69 |
| 2016-09-30 | $11k | 336 | 32.74 |
| 2016-06-30 | $8.0k | 335 | 23.88 |
| 2016-03-31 | $109k | 3.9k | 28.06 |
| 2015-12-31 | $128k | 3.9k | 32.95 |
| 2015-09-30 | $10k | 335 | 29.85 |
| 2015-06-30 | $11k | 334 | 32.93 |
| 2015-03-31 | $10k | 334 | 29.94 |
| 2014-12-31 | $10k | 334 | 29.94 |
| 2014-09-30 | $8.0k | 263 | 30.42 |
| 2014-06-30 | $7.0k | 262 | 26.72 |
| 2014-03-31 | $7.0k | 262 | 26.72 |
| 2013-12-31 | $7.0k | 262 | 26.72 |
More positions owned by Tradewinds Capital Management
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