Charles Schwab Corporation shares owned by Warther Private Wealth
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Warther Private Wealth
from 13F filings
Historical chart of Warther Private Wealth investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Warther Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 201k | 95.47 |
| 2025-06-30 | $24M | 265k | 91.24 |
| 2025-03-31 | $21M | 269k | 78.28 |
| 2024-12-31 | $16M | 220k | 74.01 |
| 2024-09-30 | $14M | 216k | 64.81 |
| 2024-06-30 | $12M | 168k | 73.69 |
| 2024-03-31 | $13M | 184k | 72.34 |
| 2023-12-31 | $13M | 187k | 68.80 |
| 2023-09-30 | $8.5M | 155k | 54.90 |
| 2023-06-30 | $7.9M | 140k | 56.68 |
| 2023-03-31 | $3.0M | 58k | 52.38 |