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
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Quarterly reported holdings in Charles Schwab Corporation by WNY Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $558k | 5.8k | 95.47 |
| 2025-06-30 | $578k | 6.3k | 91.24 |
| 2025-03-31 | $504k | 6.4k | 78.28 |
| 2024-12-31 | $505k | 6.8k | 74.01 |
| 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 |