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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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All positions including Charles Schwab Corporation held by WBI Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by WBI Investments

Quarter filed Position value Share count Share price at filing
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

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Victory Portfolios Ii Shares Free Cash (VFLO)
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Whirlpool Corporation (WHR)
Cigna Corp (CI)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Index Fds Total Stk Mkt (VTI)
At&t (T)
Invesco Exch Traded Fd Tr Ii S&p Smlcp Helt (PSCH)
ConAgra Foods (CAG)

View all positions for WBI Investments

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
BlackRock
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Harris Associates L.P
Franklin Resources
Bank of America Corporation
Fisher Investments
Artisan Partners Limited Partnership
Invesco
Northern Trust
Flossbach Von Storch

View all funds holding Charles Schwab Corporation