Charles Schwab Corporation shares owned by Wintrust Financial Corporation
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Wintrust Financial Corporation
from 13F filings
Historical chart of Wintrust Financial Corporation investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Wintrust Financial Corporation consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Wintrust Financial Corporation
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.1M | 95k | 95.48 |
| 2025-06-30 | $9.9M | 108k | 91.25 |
| 2025-03-31 | $8.3M | 107k | 78.28 |
| 2024-12-31 | $8.0M | 108k | 74.01 |
| 2024-09-30 | $7.2M | 111k | 64.81 |
| 2024-06-30 | $7.3M | 99k | 73.50 |
| 2024-03-31 | $10M | 142k | 72.34 |
| 2023-12-31 | $6.2M | 90k | 68.63 |
| 2023-09-30 | $5.1M | 92k | 54.90 |
| 2023-06-30 | $5.2M | 92k | 56.68 |
| 2023-03-31 | $3.7M | 71k | 52.38 |
| 2022-12-31 | $684k | 8.2k | 83.26 |
| 2022-03-31 | $682k | 8.1k | 84.30 |
| 2021-12-31 | $670k | 8.0k | 84.13 |
| 2021-09-30 | $267k | 3.7k | 72.93 |
| 2021-06-30 | $271k | 3.7k | 72.85 |
| 2019-06-30 | $364k | 6.6k | 55.56 |
| 2019-03-31 | $5.0M | 117k | 42.50 |
| 2018-12-31 | $2.6M | 63k | 41.52 |
| 2018-09-30 | $16M | 315k | 51.10 |
| 2018-06-30 | $16M | 315k | 51.10 |
| 2018-03-31 | $9.1M | 175k | 52.22 |
| 2017-09-30 | $207k | 4.7k | 43.77 |
| 2017-06-30 | $203k | 4.7k | 42.93 |
| 2017-03-31 | $219k | 5.4k | 40.75 |
| 2016-12-31 | $219k | 5.5k | 39.53 |
| 2015-12-31 | $222k | 6.7k | 32.97 |
| 2014-12-31 | $3.9M | 130k | 30.19 |
| 2014-09-30 | $783k | 27k | 29.40 |
More positions owned by Wintrust Financial Corporation
View all positions for Wintrust Financial Corporation