Charles Schwab Corporation shares owned by WestEnd Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by WestEnd Advisors
from 13F filings
Historical chart of WestEnd Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by WestEnd Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7k | 39 | 95.46 |
| 2025-06-30 | $3.4k | 37 | 91.24 |
| 2025-03-31 | $3.9k | 50 | 78.28 |
| 2024-12-31 | $2.3k | 31 | 74.00 |
| 2024-09-30 | $1.8k | 28 | 64.82 |
| 2024-06-30 | $1.8k | 25 | 73.68 |
| 2024-03-31 | $433 | 6 | 72.33 |
| 2022-03-31 | $1.4k | 17 | 84.29 |
| 2021-12-31 | $1.5k | 18 | 84.06 |
| 2021-09-30 | $1.3k | 18 | 72.83 |
| 2021-06-30 | $1.2k | 17 | 72.76 |