Charles Schwab Corporation shares owned by Waterloo Capital
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Waterloo Capital
from 13F filings
Historical chart of Waterloo Capital investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Waterloo Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Waterloo Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $505k | 5.3k | 95.47 |
| 2025-06-30 | $553k | 6.1k | 91.24 |
| 2025-03-31 | $423k | 5.4k | 78.28 |
| 2024-12-31 | $211k | 2.9k | 74.01 |
| 2024-09-30 | $215k | 3.3k | 64.81 |
| 2024-06-30 | $1.2M | 16k | 73.69 |
| 2024-03-31 | $961k | 13k | 72.34 |