Charles Schwab Corporation shares owned by Waldron
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Waldron
from 13F filings
Historical chart of Waldron investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Waldron
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $976k | 13k | 74.01 |
| 2024-09-30 | $849k | 13k | 64.81 |
| 2024-06-30 | $1.1M | 15k | 73.69 |
| 2024-03-31 | $1.1M | 15k | 72.34 |
| 2023-12-31 | $1.1M | 16k | 68.77 |
| 2023-09-30 | $642k | 12k | 54.84 |
| 2023-06-30 | $639k | 11k | 56.65 |
| 2023-03-31 | $635k | 12k | 52.35 |
| 2022-12-31 | $845k | 12k | 71.86 |
| 2022-09-30 | $845k | 12k | 71.86 |
| 2022-06-30 | $711k | 11k | 63.16 |
| 2022-03-31 | $863k | 10k | 84.24 |
| 2021-12-31 | $831k | 9.9k | 84.02 |
| 2021-09-30 | $720k | 9.9k | 72.80 |
| 2021-06-30 | $640k | 8.8k | 72.77 |
| 2021-03-31 | $573k | 8.8k | 65.14 |
| 2020-12-31 | $470k | 8.9k | 53.00 |
| 2020-09-30 | $306k | 8.5k | 36.20 |
| 2020-06-30 | $278k | 8.3k | 33.66 |
| 2020-03-31 | $268k | 8.0k | 33.58 |
| 2019-12-31 | $459k | 9.7k | 47.48 |
| 2019-09-30 | $372k | 8.9k | 41.74 |
| 2019-06-30 | $332k | 8.3k | 40.13 |
| 2019-03-31 | $374k | 8.8k | 42.65 |
| 2018-12-31 | $362k | 8.7k | 41.42 |
| 2018-09-30 | $405k | 8.2k | 49.12 |
| 2018-06-30 | $399k | 7.8k | 51.00 |
| 2018-03-31 | $408k | 7.8k | 52.15 |
| 2017-12-31 | $401k | 7.8k | 51.26 |
| 2017-09-30 | $322k | 7.4k | 43.64 |
| 2017-06-30 | $316k | 7.4k | 42.83 |
| 2017-03-31 | $381k | 9.3k | 40.80 |
| 2016-12-31 | $297k | 7.5k | 39.39 |
| 2016-09-30 | $238k | 7.5k | 31.56 |
| 2016-06-30 | $213k | 7.5k | 28.53 |
| 2016-03-31 | $213k | 7.5k | 28.53 |
| 2015-12-31 | $242k | 7.4k | 32.82 |
| 2015-09-30 | $213k | 7.5k | 28.53 |
| 2015-06-30 | $294k | 9.5k | 31.07 |
| 2015-03-31 | $337k | 11k | 30.47 |
| 2014-12-31 | $297k | 9.8k | 30.21 |
| 2014-09-30 | $286k | 9.8k | 29.33 |
| 2014-06-30 | $316k | 12k | 26.96 |
| 2014-03-31 | $328k | 12k | 27.33 |
| 2013-12-31 | $312k | 12k | 26.03 |