Charles Schwab Corporation shares owned by W.H. Cornerstone Investments
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by W.H. Cornerstone Investments
from 13F filings
Historical chart of W.H. Cornerstone Investments investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by W.H. Cornerstone Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $271k | 2.7k | 99.92 |
| 2025-09-30 | $258k | 2.7k | 95.45 |
| 2025-06-30 | $246k | 2.7k | 91.24 |
| 2024-06-30 | $303k | 4.1k | 73.78 |
| 2024-03-31 | $296k | 4.1k | 72.32 |
| 2023-12-31 | $287k | 4.2k | 68.82 |
| 2023-03-31 | $985k | 19k | 52.40 |
| 2022-12-31 | $1.3M | 16k | 82.98 |
| 2022-09-30 | $1.0M | 14k | 71.72 |
More positions owned by W.H. Cornerstone Investments
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