Charles Schwab Corporation shares owned by Whalen Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Whalen Wealth Management
from 13F filings
Historical chart of Whalen Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Whalen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $387k | 3.9k | 99.91 |
| 2025-06-30 | $647k | 7.1k | 91.24 |