Charles Schwab Corporation shares owned by Wetherby Asset Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Wetherby Asset Management
from 13F filings
Historical chart of Wetherby Asset Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Wetherby Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 53k | 95.47 |
| 2025-06-30 | $5.3M | 58k | 91.24 |
| 2024-12-31 | $4.7M | 63k | 74.03 |
| 2024-09-30 | $5.7M | 87k | 64.81 |
| 2024-06-30 | $6.7M | 91k | 73.68 |
| 2024-03-31 | $7.3M | 101k | 72.34 |
| 2023-12-31 | $4.5M | 65k | 68.80 |
| 2023-09-30 | $3.5M | 64k | 54.90 |
| 2023-06-30 | $3.6M | 63k | 56.68 |
| 2023-03-31 | $3.2M | 61k | 52.38 |
| 2022-12-31 | $4.1M | 49k | 83.26 |
| 2022-09-30 | $3.3M | 46k | 71.86 |
| 2022-06-30 | $2.8M | 44k | 63.17 |
| 2022-03-31 | $4.4M | 53k | 84.31 |
| 2021-12-31 | $3.9M | 46k | 84.09 |
| 2021-09-30 | $3.2M | 44k | 72.84 |
| 2021-06-30 | $2.7M | 38k | 72.81 |
| 2021-03-31 | $2.2M | 34k | 65.05 |
| 2020-12-31 | $2.0M | 38k | 53.04 |
| 2020-09-30 | $1.2M | 32k | 36.24 |
| 2020-06-30 | $1.1M | 32k | 33.22 |
| 2020-03-31 | $1.0M | 31k | 33.21 |
| 2019-12-31 | $1.5M | 32k | 47.25 |
| 2019-09-30 | $1.3M | 32k | 42.15 |
| 2019-06-30 | $1.3M | 32k | 39.59 |
| 2019-03-31 | $1.3M | 32k | 42.15 |
| 2018-12-31 | $1.5M | 35k | 42.15 |
| 2018-09-30 | $1.9M | 40k | 48.53 |
| 2018-06-30 | $2.1M | 41k | 51.09 |
| 2018-03-31 | $2.1M | 40k | 52.23 |
| 2017-12-31 | $2.1M | 40k | 51.36 |
| 2017-09-30 | $1.5M | 35k | 43.42 |
| 2017-06-30 | $1.5M | 35k | 43.42 |
| 2017-03-31 | $1.4M | 33k | 40.81 |
| 2016-12-31 | $1.4M | 35k | 39.33 |
| 2016-09-30 | $1.0M | 33k | 31.93 |
| 2016-06-30 | $762k | 30k | 25.31 |
| 2016-03-31 | $808k | 29k | 28.04 |
| 2015-12-31 | $992k | 30k | 32.99 |
| 2015-09-30 | $859k | 30k | 28.58 |
| 2015-06-30 | $925k | 28k | 33.21 |
| 2015-03-31 | $853k | 28k | 30.65 |
| 2014-12-31 | $826k | 27k | 30.65 |
| 2014-09-30 | $825k | 28k | 29.37 |
| 2014-06-30 | $742k | 28k | 26.82 |
| 2014-03-31 | $748k | 28k | 26.82 |
| 2013-12-31 | $416k | 16k | 25.54 |
| 2013-09-30 | $359k | 17k | 21.11 |
| 2013-06-30 | $328k | 15k | 21.71 |
| 2013-03-31 | $261k | 15k | 17.88 |
| 2012-12-31 | $197k | 14k | 14.05 |
| 2012-09-30 | $191k | 15k | 12.75 |
| 2012-06-30 | $195k | 15k | 12.95 |
| 2012-03-31 | $155k | 11k | 14.33 |
| 2011-12-31 | $185k | 17k | 11.24 |
| 2011-09-30 | $224k | 20k | 11.29 |
| 2011-06-30 | $311k | 19k | 16.44 |
| 2011-03-31 | $347k | 19k | 18.02 |