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
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Warther Private Wealth 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 Warther Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |