Charles Schwab Corporation shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.2M | 80k | 64.81 |
| 2024-06-30 | $5.9M | 80k | 73.69 |
| 2024-03-31 | $5.4M | 75k | 72.34 |
| 2023-12-31 | $6.8M | 99k | 68.80 |
| 2023-09-30 | $6.3M | 113k | 55.59 |
| 2023-06-30 | $6.1M | 108k | 56.68 |
| 2023-03-31 | $4.2M | 81k | 52.38 |
| 2022-12-31 | $4.5M | 54k | 83.26 |
| 2022-09-30 | $3.7M | 51k | 71.86 |
| 2022-06-30 | $1.6M | 24k | 65.73 |