Charles Schwab Corporation shares owned by Westshore Wealth
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Westshore Wealth
from 13F filings
Historical chart of Westshore Wealth investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Westshore Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $337k | 3.5k | 95.48 |
| 2025-06-30 | $342k | 3.8k | 91.24 |
| 2024-12-31 | $280k | 3.8k | 74.01 |
| 2024-09-30 | $245k | 3.8k | 64.81 |
| 2024-06-30 | $285k | 3.9k | 73.69 |
| 2024-03-31 | $282k | 3.9k | 72.34 |
| 2023-12-31 | $270k | 3.9k | 68.80 |
| 2023-09-30 | $215k | 3.9k | 54.90 |
| 2023-06-30 | $222k | 3.9k | 56.68 |
| 2023-03-31 | $201k | 3.8k | 52.38 |
| 2022-12-31 | $297k | 3.6k | 83.26 |
| 2022-09-30 | $256k | 3.6k | 71.85 |
| 2022-06-30 | $225k | 3.6k | 63.15 |
| 2022-03-31 | $255k | 3.0k | 84.16 |
| 2021-12-31 | $255k | 3.0k | 84.16 |
| 2021-09-30 | $221k | 3.0k | 72.94 |
| 2021-06-30 | $311k | 4.3k | 72.85 |
| 2021-03-31 | $276k | 4.2k | 65.11 |