Charles Schwab Corporation shares owned by WBI Investments
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by WBI Investments
from 13F filings
Historical chart of WBI Investments investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by WBI Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 11k | 95.47 |
| 2025-06-30 | $1.6M | 17k | 91.24 |
| 2025-03-31 | $424k | 5.4k | 78.28 |
| 2024-12-31 | $336k | 4.5k | 74.01 |
| 2024-09-30 | $920k | 14k | 64.81 |
| 2022-12-31 | $1.2M | 15k | 83.26 |
| 2021-12-31 | $4.1M | 49k | 84.08 |
| 2019-12-31 | $510k | 11k | 47.60 |