Charles Schwab Corporation shares owned by West Branch Capital
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by West Branch Capital
from 13F filings
Historical chart of West Branch Capital investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by West Branch Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by West Branch Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $27k | 287 | 95.47 |
| 2025-03-31 | $79 | 1 | 79.00 |
| 2024-12-31 | $75 | 1 | 75.00 |
| 2024-09-30 | $65 | 1 | 65.00 |
| 2022-09-30 | $25k | 350 | 71.43 |