Charles Schwab Corporation shares owned by Wilson & Boucher Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Wilson & Boucher Capital Management
from 13F filings
Historical chart of Wilson & Boucher Capital Management investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Wilson & Boucher Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Charles Schwab Corporation by Wilson & Boucher Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 15k | 95.47 |
| 2025-06-30 | $1.7M | 19k | 91.24 |
| 2024-12-31 | $1.5M | 21k | 74.01 |
| 2024-09-30 | $1.4M | 21k | 64.81 |
| 2024-06-30 | $1.6M | 21k | 73.69 |
| 2024-03-31 | $1.6M | 22k | 72.34 |
| 2023-12-31 | $1.5M | 22k | 68.80 |
| 2023-09-30 | $1.3M | 23k | 54.90 |
| 2023-06-30 | $1.3M | 23k | 56.68 |
| 2023-03-31 | $1.2M | 23k | 52.38 |
| 2022-12-31 | $2.0M | 24k | 83.26 |
| 2022-09-30 | $1.8M | 25k | 71.86 |
| 2022-06-30 | $1.5M | 23k | 63.18 |
| 2022-03-31 | $2.0M | 24k | 84.29 |
| 2021-12-31 | $2.2M | 26k | 84.10 |
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