Charles Schwab Corporation shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $512k | 5.4k | 95.48 |
| 2025-06-30 | $465k | 5.1k | 91.23 |
| 2025-03-31 | $265k | 3.4k | 78.29 |
| 2024-12-31 | $258k | 3.5k | 74.01 |
| 2024-09-30 | $351k | 5.4k | 64.81 |
| 2023-09-30 | $1.5M | 27k | 54.90 |
| 2023-03-31 | $10k | 192 | 52.41 |
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