Charles Schwab Corporation shares owned by Westover Capital Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Westover Capital Advisors
from 13F filings
Historical chart of Westover Capital Advisors investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Westover Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Westover Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 15k | 95.47 |
| 2025-06-30 | $855k | 9.4k | 91.24 |
| 2025-03-31 | $738k | 9.4k | 78.28 |
| 2024-12-31 | $697k | 9.4k | 74.01 |
| 2024-09-30 | $1.2M | 18k | 64.81 |
| 2024-06-30 | $5.2M | 71k | 73.69 |
| 2024-03-31 | $5.4M | 74k | 72.34 |
| 2023-12-31 | $5.9M | 86k | 68.80 |
| 2023-09-30 | $4.9M | 89k | 54.90 |
| 2023-06-30 | $5.1M | 91k | 56.68 |
| 2023-03-31 | $3.0M | 58k | 52.38 |
| 2018-09-30 | $214k | 4.4k | 49.12 |
| 2018-06-30 | $706k | 14k | 51.13 |