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
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Quarterly reported holdings in Charles Schwab Corporation by Westover Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |