Charles Schwab Corporation shares owned by Wimmer Associates 1
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Wimmer Associates 1
from 13F filings
Historical chart of Wimmer Associates 1 investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Wimmer Associates 1
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $207k | 2.8k | 73.69 |
| 2024-03-31 | $218k | 3.0k | 72.34 |
| 2022-12-31 | $244k | 2.9k | 83.26 |
| 2022-09-30 | $233k | 2.9k | 79.66 |
| 2022-03-31 | $253k | 3.0k | 84.33 |
| 2021-12-31 | $235k | 2.8k | 84.23 |
| 2021-09-30 | $203k | 2.8k | 72.76 |