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Charles Schwab Corporation shares owned by White Bay PT

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by White Bay PT from 13F filings

Historical chart of White Bay PT investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by White Bay PT consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by White Bay PT

Quarter filed Position value Share count Share price at filing
2025-09-30 $281k 2.9k 95.47
2025-06-30 $105k 1.1k 91.24
2023-09-30 $82k 1.5k 54.67
2023-06-30 $110k 1.9k 56.67
2023-03-31 $157k 3.0k 52.47
2022-12-31 $128k 1.5k 83.01
2022-06-30 $199k 3.2k 63.13
2022-03-31 $52k 616 84.42
2021-12-31 $753k 9.0k 84.06