Charles Schwab Corporation shares owned by Wsfs Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Wsfs Capital Management
from 13F filings
Historical chart of Wsfs Capital Management investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Wsfs Capital Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Wsfs Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $522k | 5.5k | 95.47 |
| 2025-06-30 | $501k | 5.5k | 91.24 |
| 2025-03-31 | $421k | 5.4k | 78.28 |
| 2024-12-31 | $356k | 4.8k | 74.01 |