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
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Quarterly reported holdings in Charles Schwab Corporation by Whitener Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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
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