Charles Schwab Corporation shares owned by Whitener Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Whitener Capital Management
from 13F filings
Historical chart of Whitener Capital Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Whitener Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Whitener Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 19k | 95.47 |
| 2025-06-30 | $1.7M | 18k | 91.24 |
| 2025-03-31 | $1.4M | 18k | 78.28 |
| 2024-12-31 | $853k | 12k | 74.01 |
| 2024-09-30 | $703k | 11k | 64.81 |
| 2024-06-30 | $636k | 8.6k | 73.69 |
| 2024-03-31 | $629k | 8.7k | 72.34 |
| 2023-12-31 | $409k | 5.9k | 68.80 |
| 2023-09-30 | $224k | 4.1k | 54.90 |
| 2019-09-30 | $62k | 1.5k | 41.33 |
| 2019-06-30 | $60k | 1.5k | 40.00 |
| 2019-03-31 | $55k | 1.3k | 42.31 |
| 2018-12-31 | $12k | 300 | 40.00 |
| 2018-09-30 | $14k | 300 | 46.67 |
More positions owned by Whitener Capital Management
View all positions for Whitener Capital Management