Charles Schwab Corporation shares owned by Waddell & Associates
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Waddell & Associates
from 13F filings
Historical chart of Waddell & Associates investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Waddell & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Waddell & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $608k | 6.4k | 95.47 |
| 2025-06-30 | $486k | 5.3k | 91.24 |
| 2025-03-31 | $319k | 4.1k | 78.27 |
| 2024-12-31 | $306k | 4.1k | 74.01 |
| 2024-09-30 | $268k | 4.1k | 64.80 |
| 2024-06-30 | $303k | 4.1k | 73.69 |
| 2024-03-31 | $291k | 4.0k | 72.35 |
| 2022-12-31 | $298k | 3.6k | 83.25 |
| 2022-09-30 | $235k | 3.3k | 72.00 |
| 2022-06-30 | $212k | 3.4k | 63.23 |
| 2022-03-31 | $281k | 3.3k | 84.41 |
| 2021-12-31 | $601k | 7.1k | 84.16 |
| 2021-09-30 | $520k | 7.1k | 72.84 |
| 2021-06-30 | $520k | 7.1k | 72.87 |