Charles Schwab Corporation shares owned by Wafra Investment Advisory Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Wafra Investment Advisory Group
from 13F filings
Historical chart of Wafra Investment Advisory Group investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Wafra Investment Advisory Group 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 Wafra Investment Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $26M | 359k | 72.34 |
| 2023-12-31 | $20M | 293k | 68.80 |
| 2023-09-30 | $19M | 353k | 54.90 |
| 2023-03-31 | $11M | 217k | 52.38 |
| 2022-12-31 | $33M | 400k | 83.26 |
| 2022-09-30 | $76M | 1.1M | 71.87 |
| 2022-06-30 | $68M | 1.1M | 63.18 |
| 2022-03-31 | $78M | 920k | 84.31 |
| 2021-12-31 | $12M | 140k | 84.10 |
| 2021-03-31 | $41M | 622k | 65.18 |
| 2020-12-31 | $52M | 971k | 53.04 |
| 2020-09-30 | $26M | 715k | 36.23 |
| 2020-06-30 | $19M | 572k | 33.74 |
| 2020-03-31 | $19M | 572k | 33.62 |
| 2019-12-31 | $33M | 699k | 47.56 |
| 2019-09-30 | $22M | 533k | 41.83 |
| 2019-06-30 | $12M | 299k | 40.19 |
| 2019-03-31 | $13M | 299k | 42.76 |
| 2018-12-31 | $12M | 299k | 41.53 |
| 2018-09-30 | $3.3M | 67k | 49.16 |
| 2018-06-30 | $3.4M | 67k | 51.10 |
| 2018-03-31 | $14M | 270k | 52.22 |
| 2017-12-31 | $14M | 270k | 51.37 |
| 2017-09-30 | $12M | 270k | 43.74 |
| 2017-06-30 | $19M | 447k | 42.96 |
| 2017-03-31 | $17M | 405k | 40.81 |
| 2016-12-31 | $14M | 353k | 39.47 |
| 2016-09-30 | $12M | 370k | 31.57 |
| 2016-06-30 | $11M | 422k | 25.31 |
| 2016-03-31 | $21M | 737k | 28.02 |
| 2015-12-31 | $23M | 703k | 32.93 |
| 2015-09-30 | $22M | 775k | 28.56 |
| 2015-06-30 | $7.6M | 234k | 32.65 |
More positions owned by Wafra Investment Advisory Group
View all positions for Wafra Investment Advisory Group