Charles Schwab Corporation shares owned by Wilsey Asset Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Wilsey Asset Management
from 13F filings
Historical chart of Wilsey Asset Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Wilsey Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $25M | 369k | 68.80 |
| 2023-09-30 | $20M | 361k | 54.90 |
| 2023-06-30 | $20M | 361k | 56.68 |
| 2023-03-31 | $19M | 353k | 52.38 |
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