Charles Schwab Corporation shares owned by World Equity Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by World Equity Group
from 13F filings
Historical chart of World Equity Group investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by World Equity Group 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 World Equity Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.7M | 23k | 73.69 |
| 2024-03-31 | $3.3M | 45k | 72.34 |
| 2023-12-31 | $3.1M | 45k | 68.80 |
| 2023-09-30 | $2.5M | 46k | 54.90 |
| 2023-06-30 | $1.3M | 23k | 56.68 |
| 2023-03-31 | $1.3M | 28k | 48.72 |
| 2022-12-31 | $1.3M | 16k | 83.26 |
| 2022-09-30 | $1.1M | 16k | 71.87 |
| 2022-06-30 | $888k | 14k | 63.18 |
| 2022-03-31 | $1.2M | 14k | 84.31 |