Charles Schwab Corporation shares owned by West Family Investments
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by West Family Investments
from 13F filings
Historical chart of West Family Investments investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by West Family Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $758k | 7.9k | 95.47 |
| 2025-06-30 | $717k | 7.9k | 91.24 |
| 2025-03-31 | $346k | 4.4k | 78.28 |
| 2024-12-31 | $327k | 4.4k | 74.01 |
| 2024-09-30 | $292k | 4.5k | 64.81 |
| 2024-06-30 | $303k | 4.1k | 73.69 |
| 2024-03-31 | $298k | 4.1k | 72.34 |
| 2023-12-31 | $263k | 3.8k | 68.80 |
| 2023-09-30 | $227k | 4.1k | 54.90 |
| 2023-06-30 | $234k | 4.1k | 56.68 |
| 2023-03-31 | $215k | 4.1k | 52.38 |
| 2022-12-31 | $359k | 4.3k | 83.26 |
| 2022-09-30 | $308k | 4.3k | 71.83 |
| 2022-06-30 | $252k | 4.0k | 63.06 |
| 2022-03-31 | $427k | 5.1k | 84.25 |
| 2021-12-31 | $424k | 5.0k | 84.11 |
| 2021-06-30 | $397k | 5.5k | 72.78 |