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Charles Schwab Corporation shares owned by Wiley Bros.-aintree Capital

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Wiley Bros.-aintree Capital from 13F filings

Historical chart of Wiley Bros.-aintree Capital investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Wiley Bros.-aintree Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Wiley Bros.-aintree Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 158k 95.41
2025-06-30 $13M 143k 91.24
2025-03-31 $8.9M 114k 77.85
2024-12-31 $7.5M 100k 74.57
2024-09-30 $4.1M 63k 64.81
2024-06-30 $1.1M 15k 73.69
2024-03-31 $281k 3.9k 72.33