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Charles Schwab Corporation shares owned by Wilbanks Smith & Thomas Asset Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Wilbanks Smith & Thomas Asset Management from 13F filings

Historical chart of Wilbanks Smith & Thomas Asset Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Wilbanks Smith & Thomas Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Wilbanks Smith & Thomas Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $13M 182k 72.34
2023-12-31 $12M 178k 68.80
2023-09-30 $8.7M 158k 54.90
2023-06-30 $9.1M 160k 56.68
2023-03-31 $8.9M 169k 52.38
2022-12-31 $14M 171k 83.26
2022-09-30 $13M 174k 71.87
2022-06-30 $11M 169k 63.18
2022-03-31 $12M 165k 69.46
2021-12-31 $14M 172k 84.10
2021-09-30 $12M 169k 72.84
2021-06-30 $12M 170k 72.81
2021-03-31 $12M 181k 65.18
2020-12-31 $9.5M 178k 53.04
2020-09-30 $6.1M 167k 36.23
2020-06-30 $4.5M 132k 33.74
2020-03-31 $4.0M 118k 33.62
2019-12-31 $5.0M 105k 47.56
2019-09-30 $4.0M 96k 41.83
2019-06-30 $3.5M 87k 40.19
2019-03-31 $3.4M 81k 42.76
2018-12-31 $3.2M 76k 41.54
2018-09-30 $3.8M 77k 49.15
2018-06-30 $3.9M 76k 51.10
2018-03-31 $4.0M 77k 52.22
2017-12-31 $4.1M 79k 51.37
2017-09-30 $3.6M 83k 43.74
2017-06-30 $3.5M 82k 42.96
2017-03-31 $3.3M 82k 40.81
2016-12-31 $3.3M 83k 39.47
2016-09-30 $2.7M 84k 31.57
2016-06-30 $2.2M 88k 25.30
2016-03-31 $2.4M 87k 28.02
2015-12-31 $2.8M 85k 32.93
2015-09-30 $452k 16k 28.59
2015-06-30 $514k 16k 32.63
2015-03-31 $504k 17k 30.42
2014-12-31 $500k 17k 30.18
2014-09-30 $513k 18k 29.40
2014-06-30 $533k 20k 26.92
2014-03-31 $550k 20k 27.35
2013-12-31 $528k 20k 26.00
2013-09-30 $433k 21k 21.13
2013-06-30 $456k 22k 21.22
2013-03-31 $597k 34k 17.70
2012-12-31 $493k 34k 14.35
2012-09-30 $468k 37k 12.80
2012-06-30 $416k 32k 12.92
2012-03-31 $468k 33k 14.38
2011-12-31 $391k 35k 11.25
2011-09-30 $414k 37k 11.26
2011-03-31 $762k 42k 18.04

More positions owned by Wilbanks Smith & Thomas Asset Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Norfolk Southern (NSC)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Microsoft Corporation (MSFT)
Dbx Etf Tr Xtrack Usd High (HYLB)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for Wilbanks Smith & Thomas Asset Management

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
Vanguard Group
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Dodge & Cox
T. Rowe Price Associates
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Harris Associates L.P
Franklin Resources
Morgan Stanley
Bank of America Corporation
Fisher Investments

View all funds holding Charles Schwab Corporation