Charles Schwab Corporation shares owned by Wedmont Private Capital
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Wedmont Private Capital
from 13F filings
Historical chart of Wedmont Private Capital investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Wedmont Private Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 18k | 94.01 |
| 2025-06-30 | $1.6M | 17k | 92.32 |
| 2025-03-31 | $1.3M | 16k | 76.96 |
| 2024-12-31 | $1.1M | 15k | 72.77 |
| 2024-09-30 | $824k | 13k | 64.29 |
| 2024-06-30 | $1.1M | 14k | 75.38 |
| 2024-03-31 | $949k | 13k | 72.28 |
| 2023-12-31 | $793k | 12k | 67.80 |
| 2023-09-30 | $573k | 11k | 51.75 |
| 2023-06-30 | $618k | 11k | 58.52 |
| 2023-03-31 | $1.3M | 26k | 51.72 |
| 2022-12-31 | $675k | 8.0k | 84.54 |
| 2022-09-30 | $543k | 7.6k | 71.88 |
| 2022-06-30 | $324k | 5.1k | 63.15 |
| 2022-03-31 | $368k | 4.5k | 82.35 |
| 2021-12-31 | $279k | 3.0k | 93.47 |