Charles Schwab Corporation shares owned by Wayfinding Financial
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Wayfinding Financial
from 13F filings
Historical chart of Wayfinding Financial investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Wayfinding Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Charles Schwab Corporation by Wayfinding Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $327k | 3.4k | 95.34 |
| 2025-06-30 | $333k | 3.4k | 97.08 |
| 2025-03-31 | $263k | 3.4k | 78.06 |
| 2024-12-31 | $254k | 3.4k | 73.86 |
| 2024-06-30 | $253k | 3.4k | 73.42 |
| 2024-03-31 | $262k | 3.4k | 76.16 |