Charles Schwab Corporation shares owned by Westmount Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Westmount Partners
from 13F filings
Historical chart of Westmount Partners investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Westmount Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $428k | 4.6k | 92.26 |
| 2025-06-30 | $423k | 4.6k | 91.24 |
| 2025-03-31 | $364k | 4.7k | 78.28 |
| 2024-12-31 | $717k | 9.7k | 74.01 |
| 2024-09-30 | $652k | 10k | 64.81 |
| 2024-06-30 | $727k | 9.9k | 73.42 |
| 2024-03-31 | $718k | 9.9k | 72.34 |
| 2023-12-31 | $708k | 10k | 68.80 |
| 2023-09-30 | $588k | 11k | 54.90 |
| 2023-06-30 | $568k | 10k | 56.68 |
| 2023-03-31 | $534k | 10k | 52.38 |
| 2022-12-31 | $397k | 4.8k | 83.26 |