Charles Schwab Corporation shares owned by Winch Advisory Services
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Winch Advisory Services
from 13F filings
Historical chart of Winch Advisory Services investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Winch Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11k | 162 | 64.96 |
| 2024-06-30 | $12k | 162 | 73.71 |
| 2024-03-31 | $12k | 162 | 72.23 |
| 2023-12-31 | $11k | 161 | 68.99 |
| 2023-09-30 | $9.0k | 161 | 55.90 |
| 2023-06-30 | $9.0k | 160 | 56.25 |
| 2023-03-31 | $8.0k | 160 | 50.00 |
| 2022-12-31 | $5.0k | 54 | 92.59 |
| 2022-09-30 | $4.0k | 54 | 74.07 |
| 2022-06-30 | $7.0k | 108 | 64.81 |
| 2022-03-31 | $9.0k | 109 | 82.57 |
| 2021-12-31 | $9.0k | 109 | 82.57 |
| 2021-09-30 | $8.0k | 108 | 74.07 |
| 2021-06-30 | $8.0k | 108 | 74.07 |
| 2021-03-31 | $7.0k | 108 | 64.81 |
| 2020-12-31 | $6.0k | 108 | 55.56 |
| 2019-06-30 | $2.0k | 58 | 34.48 |