Charles Schwab Corporation shares owned by Whittier Trust Co. of Nevada
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Whittier Trust Co. of Nevada
from 13F filings
Historical chart of Whittier Trust Co. of Nevada investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Whittier Trust Co. of Nevada
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 21k | 72.34 |
| 2023-12-31 | $1.4M | 20k | 68.79 |
| 2023-09-30 | $1.2M | 23k | 54.90 |
| 2023-06-30 | $1.3M | 24k | 56.68 |
| 2023-03-31 | $1.3M | 25k | 52.38 |
| 2022-12-31 | $2.1M | 25k | 83.26 |
| 2022-09-30 | $1.8M | 25k | 71.88 |
| 2022-06-30 | $1.5M | 24k | 63.20 |
| 2022-03-31 | $2.1M | 25k | 84.32 |
| 2021-12-31 | $1.8M | 22k | 84.09 |
| 2021-09-30 | $1.6M | 22k | 72.85 |
| 2021-06-30 | $1.7M | 24k | 72.80 |
| 2021-03-31 | $1.4M | 22k | 65.18 |
| 2020-12-31 | $1.4M | 26k | 53.06 |
| 2020-09-30 | $978k | 27k | 36.22 |
| 2020-06-30 | $1.0M | 30k | 33.73 |
| 2020-03-31 | $2.7M | 81k | 33.61 |
| 2019-12-31 | $3.9M | 83k | 47.56 |
| 2019-09-30 | $3.7M | 88k | 41.82 |
| 2019-06-30 | $3.4M | 86k | 40.17 |
| 2019-03-31 | $3.7M | 87k | 42.75 |
| 2018-12-31 | $3.8M | 91k | 41.52 |
| 2018-09-30 | $4.6M | 93k | 49.15 |
| 2018-06-30 | $4.7M | 92k | 51.09 |
| 2018-03-31 | $4.7M | 89k | 52.22 |
| 2017-12-31 | $4.3M | 84k | 51.36 |
| 2017-09-30 | $3.6M | 81k | 43.72 |
| 2017-06-30 | $3.4M | 80k | 42.96 |
| 2017-03-31 | $3.1M | 77k | 40.80 |
| 2016-12-31 | $2.9M | 74k | 39.48 |
| 2016-09-30 | $2.4M | 77k | 31.56 |
| 2016-06-30 | $1.7M | 67k | 25.30 |
| 2016-03-31 | $1.7M | 61k | 28.02 |
| 2015-12-31 | $1.8M | 55k | 32.93 |
| 2015-09-30 | $8.0k | 275 | 29.09 |
| 2015-06-30 | $9.0k | 275 | 32.73 |
More positions owned by Whittier Trust Co. of Nevada
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