Charles Schwab Corporation shares owned by Wright Investors' Service
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Wright Investors' Service
from 13F filings
Historical chart of Wright Investors' Service investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Wright Investors' Service
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 25k | 95.47 |
| 2025-06-30 | $1.6M | 18k | 91.24 |
| 2023-12-31 | $3.2M | 47k | 68.80 |
| 2023-09-30 | $2.4M | 43k | 54.90 |
| 2023-06-30 | $1.3M | 22k | 56.68 |
| 2023-03-31 | $1.7M | 32k | 52.38 |
| 2022-12-31 | $2.4M | 28k | 83.26 |
| 2022-09-30 | $1.3M | 19k | 71.81 |
| 2022-06-30 | $809k | 13k | 63.29 |
| 2019-03-31 | $242k | 5.7k | 42.73 |
| 2018-12-31 | $276k | 6.6k | 41.60 |
| 2017-06-30 | $430k | 10k | 42.94 |
| 2017-03-31 | $1.5M | 37k | 40.80 |
| 2016-12-31 | $1.9M | 47k | 39.48 |
| 2016-09-30 | $890k | 28k | 31.58 |
| 2016-06-30 | $552k | 22k | 25.31 |
| 2016-03-31 | $583k | 21k | 28.04 |
| 2015-12-31 | $869k | 26k | 32.94 |
| 2015-09-30 | $213k | 7.4k | 28.61 |