Charles Schwab Corporation shares owned by Welch & Forbes
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Welch & Forbes
from 13F filings
Historical chart of Welch & Forbes investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Welch & Forbes
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $445k | 4.7k | 95.47 |
| 2025-06-30 | $425k | 4.7k | 91.24 |
| 2025-03-31 | $322k | 4.1k | 78.28 |
| 2024-12-31 | $337k | 4.6k | 74.01 |
| 2024-09-30 | $289k | 4.5k | 64.81 |
| 2024-06-30 | $327k | 4.4k | 73.86 |
| 2024-03-31 | $415k | 5.7k | 72.34 |
| 2023-12-31 | $395k | 5.7k | 68.80 |
| 2023-09-30 | $315k | 5.7k | 54.90 |
| 2023-06-30 | $329k | 5.8k | 56.68 |
| 2023-03-31 | $295k | 5.6k | 52.38 |
| 2022-12-31 | $455k | 5.5k | 83.26 |
| 2022-09-30 | $392k | 5.5k | 71.77 |
| 2022-06-30 | $345k | 5.5k | 63.16 |