Charles Schwab Corporation shares owned by Wells Fargo & Company
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Wells Fargo & Company
from 13F filings
Historical chart of Wells Fargo & Company investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Wells Fargo & Company consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Wells Fargo & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $190M | 2.9M | 64.81 |
| 2024-06-30 | $263M | 3.6M | 73.69 |
| 2024-03-31 | $299M | 4.1M | 72.34 |
| 2023-12-31 | $255M | 3.7M | 68.80 |
| 2023-09-30 | $203M | 3.7M | 54.90 |
| 2023-06-30 | $188M | 3.3M | 56.68 |
| 2022-12-31 | $282M | 3.4M | 83.26 |
| 2022-09-30 | $243M | 3.4M | 71.87 |
| 2022-06-30 | $208M | 3.3M | 63.18 |
| 2022-03-31 | $259M | 3.1M | 84.31 |
| 2021-12-31 | $254M | 3.0M | 84.10 |
| 2021-09-30 | $243M | 3.3M | 72.74 |
| 2021-06-30 | $247M | 3.4M | 72.81 |
| 2021-03-31 | $259M | 4.0M | 65.18 |
| 2020-12-31 | $180M | 3.4M | 53.04 |
| 2020-09-30 | $103M | 2.8M | 36.23 |
| 2020-06-30 | $98M | 2.9M | 33.74 |
| 2020-03-31 | $85M | 2.5M | 33.62 |
| 2019-12-31 | $192M | 4.0M | 47.56 |
| 2019-09-30 | $176M | 4.2M | 41.83 |
| 2019-06-30 | $208M | 5.2M | 40.19 |
| 2019-03-31 | $246M | 5.8M | 42.76 |
| 2018-12-31 | $257M | 6.2M | 41.53 |
| 2018-09-30 | $329M | 6.7M | 49.15 |
| 2018-06-30 | $315M | 6.2M | 51.10 |
| 2018-03-31 | $282M | 5.4M | 52.22 |
| 2017-12-31 | $262M | 5.1M | 51.37 |
| 2017-06-30 | $220M | 5.1M | 42.96 |
| 2017-03-31 | $181M | 4.4M | 40.81 |
| 2016-12-31 | $153M | 3.9M | 39.47 |
| 2016-09-30 | $171M | 5.4M | 31.57 |
| 2016-06-30 | $217M | 8.6M | 25.31 |
| 2016-03-31 | $299M | 11M | 28.02 |
| 2015-12-31 | $383M | 12M | 32.93 |
| 2015-09-30 | $347M | 12M | 28.56 |
| 2015-03-31 | $292M | 9.6M | 30.44 |
| 2014-12-31 | $303M | 10M | 30.19 |
| 2014-06-30 | $307M | 11M | 26.93 |
| 2014-03-31 | $362M | 13M | 27.36 |
| 2013-12-31 | $389M | 15M | 26.00 |
| 2013-09-30 | $432M | 20M | 21.14 |
| 2013-06-30 | $372M | 18M | 21.23 |
| 2012-06-30 | $212M | 16M | 12.93 |
| 2011-09-30 | $196M | 17M | 11.27 |
| 2011-03-31 | $203M | 11M | 18.03 |
| 2010-12-31 | $155M | 9.1M | 17.11 |