Charles Schwab Corporation shares owned by Westbourne Investment Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Westbourne Investment Advisors
from 13F filings
Historical chart of Westbourne Investment Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Westbourne Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 122k | 95.47 |
| 2025-06-30 | $11M | 124k | 91.24 |
| 2025-03-31 | $9.8M | 126k | 78.28 |
| 2024-12-31 | $9.2M | 124k | 74.01 |
| 2024-09-30 | $7.9M | 122k | 64.81 |
| 2024-06-30 | $8.8M | 120k | 73.69 |
| 2024-03-31 | $8.7M | 121k | 72.34 |
| 2023-12-31 | $8.2M | 120k | 68.80 |
| 2023-09-30 | $6.4M | 117k | 54.90 |
| 2023-06-30 | $6.2M | 110k | 56.68 |
| 2023-03-31 | $5.4M | 103k | 52.38 |
| 2022-12-31 | $8.2M | 98k | 83.26 |
| 2022-09-30 | $7.2M | 100k | 71.87 |
| 2022-06-30 | $6.4M | 101k | 63.18 |
| 2022-03-31 | $8.5M | 101k | 84.31 |
| 2021-12-31 | $8.7M | 104k | 84.10 |
| 2021-09-30 | $7.8M | 108k | 72.84 |
| 2021-06-30 | $7.9M | 108k | 72.81 |
| 2021-03-31 | $7.1M | 109k | 65.18 |
| 2020-12-31 | $6.0M | 114k | 53.04 |
| 2020-09-30 | $4.1M | 114k | 36.23 |
| 2020-06-30 | $2.7M | 81k | 33.74 |
| 2020-03-31 | $1.8M | 55k | 33.62 |
| 2019-12-31 | $527k | 11k | 47.60 |
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