Charles Schwab Corporation shares owned by West Financial Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $933k | 13k | 74.01 |
| 2024-09-30 | $817k | 13k | 64.81 |
| 2024-06-30 | $929k | 13k | 73.69 |
| 2024-03-31 | $912k | 13k | 72.34 |
| 2023-12-31 | $867k | 13k | 68.80 |
| 2023-09-30 | $692k | 13k | 54.90 |
| 2023-06-30 | $714k | 13k | 56.68 |
| 2023-03-31 | $660k | 13k | 52.38 |
| 2022-12-31 | $1.0M | 13k | 83.26 |
| 2022-09-30 | $906k | 13k | 71.90 |
| 2022-06-30 | $796k | 13k | 63.17 |
| 2022-03-31 | $1.1M | 13k | 84.29 |
| 2021-12-31 | $1.1M | 13k | 84.13 |
| 2021-09-30 | $918k | 13k | 72.86 |