Charles Schwab Corporation shares owned by West Paces Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by West Paces Advisors
from 13F filings
Historical chart of West Paces Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by West Paces Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $51k | 655 | 78.28 |
| 2024-12-31 | $49k | 655 | 74.01 |
| 2024-09-30 | $43k | 655 | 64.81 |
| 2024-06-30 | $69k | 940 | 73.71 |
| 2024-03-31 | $70k | 962 | 72.36 |
| 2023-12-31 | $70k | 1.0k | 68.80 |
| 2023-09-30 | $54k | 985 | 54.90 |
| 2023-06-30 | $56k | 985 | 56.68 |
| 2023-03-31 | $51k | 970 | 52.38 |
| 2022-12-31 | $84k | 1.0k | 83.26 |
| 2022-09-30 | $90k | 1.3k | 71.87 |
| 2022-06-30 | $80k | 1.3k | 63.18 |
| 2022-03-31 | $110k | 1.3k | 84.31 |
| 2021-12-31 | $105k | 1.2k | 84.10 |
| 2021-09-30 | $50k | 685 | 72.84 |
| 2021-06-30 | $50k | 685 | 72.81 |
| 2021-03-31 | $25k | 383 | 65.18 |
| 2020-12-31 | $13k | 245 | 53.04 |
| 2020-09-30 | $8.9k | 245 | 36.23 |
| 2020-06-30 | $8.3k | 245 | 33.74 |
| 2020-03-31 | $9.0k | 268 | 33.62 |
| 2019-12-31 | $30k | 633 | 47.56 |
| 2019-09-30 | $27k | 633 | 41.83 |
| 2019-06-30 | $18k | 438 | 40.19 |
| 2019-03-31 | $19k | 438 | 42.76 |
| 2018-12-31 | $18k | 438 | 41.53 |
| 2018-09-30 | $22k | 438 | 49.15 |
| 2018-06-30 | $22k | 438 | 51.10 |
| 2018-03-31 | $22k | 415 | 52.22 |
| 2017-12-31 | $21k | 415 | 51.37 |
| 2017-09-30 | $18k | 415 | 43.74 |
| 2017-06-30 | $18k | 415 | 42.96 |
| 2017-03-31 | $32k | 793 | 40.81 |
| 2016-12-31 | $56k | 1.4k | 39.47 |