Charles Schwab Corporation shares owned by Wisconsin Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Wisconsin Capital Management
from 13F filings
Historical chart of Wisconsin Capital Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Wisconsin Capital Management 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 Wisconsin Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $334k | 3.5k | 95.47 |
| 2025-06-30 | $319k | 3.5k | 91.24 |
| 2025-03-31 | $274k | 3.5k | 78.28 |
| 2024-12-31 | $259k | 3.5k | 74.01 |
| 2024-09-30 | $227k | 3.5k | 64.81 |
| 2024-06-30 | $258k | 3.5k | 73.69 |
| 2024-03-31 | $253k | 3.5k | 72.34 |
| 2023-12-31 | $241k | 3.5k | 68.80 |
| 2023-06-30 | $4.1M | 72k | 56.68 |
| 2023-03-31 | $3.4M | 65k | 52.38 |
| 2022-12-31 | $333k | 4.0k | 83.26 |
| 2022-09-30 | $287k | 4.0k | 71.75 |
| 2022-06-30 | $253k | 4.0k | 63.25 |
| 2022-03-31 | $337k | 4.0k | 84.25 |
| 2021-12-31 | $336k | 4.0k | 84.00 |
| 2021-09-30 | $291k | 4.0k | 72.75 |
| 2021-06-30 | $291k | 4.0k | 72.75 |
| 2021-03-31 | $261k | 4.0k | 65.25 |
| 2020-12-31 | $212k | 4.0k | 53.00 |
| 2019-06-30 | $992k | 25k | 40.18 |
| 2018-12-31 | $1.8M | 44k | 41.52 |
| 2014-12-31 | $394k | 13k | 30.21 |
| 2014-09-30 | $1.0M | 34k | 29.39 |
| 2014-06-30 | $2.9M | 108k | 26.93 |
| 2014-03-31 | $3.2M | 117k | 27.33 |
| 2013-12-31 | $3.3M | 128k | 26.00 |
| 2013-09-30 | $2.9M | 137k | 21.14 |
| 2013-06-30 | $2.9M | 138k | 21.23 |
More positions owned by Wisconsin Capital Management
View all positions for Wisconsin Capital Management