Charles Schwab Corporation shares owned by West Coast Financial
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by West Coast Financial
from 13F filings
Historical chart of West Coast Financial investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by West Coast Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $238k | 3.3k | 72.34 |
| 2023-12-31 | $217k | 3.2k | 68.80 |
| 2022-12-31 | $305k | 3.7k | 83.27 |
| 2022-09-30 | $263k | 3.7k | 71.76 |
| 2022-06-30 | $259k | 4.1k | 63.25 |
| 2022-03-31 | $410k | 4.9k | 84.33 |
| 2021-12-31 | $464k | 5.5k | 84.18 |
| 2021-09-30 | $422k | 5.8k | 72.81 |
| 2021-06-30 | $452k | 6.2k | 72.82 |
| 2021-03-31 | $358k | 5.5k | 65.26 |
| 2020-12-31 | $264k | 5.0k | 53.07 |
| 2020-09-30 | $219k | 6.0k | 36.26 |
| 2020-06-30 | $253k | 7.5k | 33.77 |
| 2020-03-31 | $352k | 11k | 33.64 |
| 2019-12-31 | $10M | 219k | 47.56 |
| 2019-09-30 | $6.2M | 147k | 41.83 |
| 2019-06-30 | $6.0M | 149k | 40.19 |
| 2019-03-31 | $6.5M | 151k | 42.76 |
| 2018-12-31 | $5.6M | 136k | 41.53 |
| 2018-09-30 | $5.5M | 112k | 49.15 |
| 2018-06-30 | $5.1M | 100k | 51.10 |
| 2018-03-31 | $5.2M | 100k | 52.22 |
| 2017-12-31 | $5.2M | 101k | 51.37 |
| 2017-09-30 | $4.4M | 100k | 43.74 |
| 2017-06-30 | $4.1M | 96k | 42.96 |
| 2017-03-31 | $3.7M | 92k | 40.81 |
| 2016-12-31 | $3.6M | 91k | 39.47 |
| 2016-09-30 | $2.8M | 89k | 31.57 |
| 2016-06-30 | $2.3M | 93k | 25.31 |
| 2016-03-31 | $2.6M | 91k | 28.01 |
| 2015-12-31 | $3.0M | 91k | 32.93 |
| 2015-09-30 | $2.6M | 91k | 28.56 |
| 2015-06-30 | $2.8M | 87k | 32.65 |
| 2015-03-31 | $2.5M | 81k | 30.44 |
| 2014-12-31 | $3.2M | 106k | 30.19 |
| 2014-09-30 | $2.2M | 74k | 29.39 |
| 2014-06-30 | $1.9M | 72k | 26.93 |
| 2014-03-31 | $3.5M | 127k | 27.33 |
| 2013-12-31 | $3.6M | 138k | 26.00 |
| 2013-09-30 | $2.9M | 139k | 21.14 |
| 2013-06-30 | $2.9M | 139k | 21.23 |
| 2013-03-31 | $2.4M | 134k | 17.69 |
| 2012-12-31 | $1.7M | 122k | 14.36 |
| 2012-09-30 | $1.6M | 125k | 12.78 |
| 2012-06-30 | $1.1M | 85k | 12.93 |
| 2012-03-31 | $1.3M | 89k | 14.37 |
| 2011-12-31 | $614k | 55k | 11.25 |
| 2011-09-30 | $1.1M | 95k | 11.27 |
| 2011-06-30 | $1.4M | 87k | 16.45 |
| 2010-09-30 | $1.3M | 94k | 13.90 |
| 2010-06-30 | $1.3M | 92k | 14.18 |
| 2010-03-31 | $1.7M | 88k | 18.69 |
| 2009-12-31 | $1.6M | 87k | 18.83 |