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Charles Schwab Corporation shares owned by Westerkirk Capital

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Westerkirk Capital from 13F filings

Historical chart of Westerkirk Capital investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Westerkirk Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Westerkirk Capital

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.0M 22k 92.27

More positions owned by Westerkirk Capital

Ishares Tr 0-3 Mth Treasury (SGOV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Lam Research Corp Com New (LRCX)
Ishares Msci Sth Kor Etf (EWY)
Kla Corp Com New (KLAC)
Applied Materials (AMAT)
Meta Platforms Cl A (META)
Mastercard Incorporated Cl A (MA)
TJX Companies (TJX)
Eli Lilly & Co. (LLY)
Visa Com Cl A (V)

View all positions for Westerkirk Capital

Top funds holding Charles Schwab Corporation

BlackRock
Vanguard Capital Management
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
T. Rowe Price Associates
FMR
Geode Capital Management
Franklin Resources
Vanguard Portfolio Management
PRIMECAP Management Company
Harris Associates L.P
Norges Bank Investment Management
Morgan Stanley
Fisher Investments

View all funds holding Charles Schwab Corporation