Charles Schwab Corporation shares owned by WNY Asset Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by WNY Asset Management
from 13F filings
Historical chart of WNY Asset Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by WNY Asset 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 WNY Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $509k | 7.9k | 64.81 |
| 2024-06-30 | $589k | 8.0k | 73.69 |
| 2024-03-31 | $729k | 10k | 72.34 |
| 2023-12-31 | $711k | 10k | 68.80 |
| 2023-09-30 | $584k | 11k | 54.90 |
| 2023-06-30 | $539k | 9.5k | 56.68 |
| 2023-03-31 | $390k | 7.4k | 52.38 |
| 2022-12-31 | $509k | 6.1k | 83.26 |
| 2022-09-30 | $261k | 3.6k | 71.94 |
| 2022-06-30 | $229k | 3.6k | 63.12 |
| 2022-03-31 | $306k | 3.6k | 84.34 |
| 2021-12-31 | $305k | 3.6k | 84.07 |
| 2021-09-30 | $264k | 3.6k | 72.77 |
| 2021-06-30 | $264k | 3.6k | 72.77 |
| 2021-03-31 | $236k | 3.6k | 65.05 |