Wealthfront »

Charles Schwab Corporation shares owned by Wealthfront

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Wealthfront from 13F filings

Historical chart of Wealthfront investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Charles Schwab Corporation by Wealthfront

Quarter filed Position value Share count Share price at filing
2018-09-30 $1.7M 35k 49.15
2018-06-30 $2.1M 41k 51.10
2018-03-31 $2.2M 43k 52.21
2017-12-31 $2.1M 41k 51.38
2017-09-30 $1.8M 41k 43.75
2017-06-30 $1.4M 33k 42.96
2017-03-31 $1.3M 31k 40.82
2016-12-31 $1.1M 29k 39.46
2016-09-30 $851k 27k 31.58
2016-06-30 $522k 21k 25.30
2016-03-31 $503k 18k 28.04
2015-12-31 $486k 15k 32.94
2015-09-30 $305k 11k 28.56
2015-06-30 $241k 7.4k 32.62
2015-03-31 $197k 6.5k 30.39
2014-12-31 $196k 6.5k 30.27
2014-09-30 $230k 7.8k 29.36
2014-06-30 $142k 5.0k 28.14
2014-03-31 $71k 2.6k 27.28