Charles Schwab Corporation shares owned by Wilkinson Global Asset Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Wilkinson Global Asset Management
from 13F filings
Historical chart of Wilkinson Global Asset Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Wilkinson Global Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $235k | 2.6k | 91.24 |
| 2025-03-31 | $202k | 2.6k | 78.28 |
| 2023-03-31 | $19M | 370k | 52.38 |
| 2022-12-31 | $35M | 423k | 83.26 |
| 2022-09-30 | $31M | 424k | 71.87 |
| 2022-06-30 | $27M | 422k | 63.19 |
| 2022-03-31 | $37M | 441k | 84.33 |
| 2021-12-31 | $36M | 428k | 84.47 |
| 2021-09-30 | $31M | 427k | 72.84 |
| 2021-06-30 | $30M | 416k | 72.81 |
| 2021-03-31 | $27M | 418k | 65.18 |
More positions owned by Wilkinson Global Asset Management
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