Charles Schwab Corporation shares owned by Western Pacific Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Western Pacific Wealth Management
from 13F filings
Historical chart of Western Pacific Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Western Pacific Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $278k | 4.3k | 64.81 |
| 2024-06-30 | $316k | 4.3k | 73.69 |
| 2024-03-31 | $310k | 4.3k | 72.34 |
| 2023-12-31 | $291k | 4.2k | 68.80 |
| 2023-09-30 | $155k | 2.8k | 54.90 |
| 2023-06-30 | $147k | 2.6k | 56.68 |
| 2023-03-31 | $118k | 2.2k | 52.38 |
| 2022-12-31 | $187k | 2.2k | 83.26 |
| 2022-09-30 | $118k | 1.7k | 71.34 |
More positions owned by Western Pacific Wealth Management
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