Charles Schwab Corporation shares owned by Wunderlich Capital Managemnt
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Wunderlich Capital Managemnt
from 13F filings
Historical chart of Wunderlich Capital Managemnt investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Wunderlich Capital Managemnt
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.7M | 37k | 73.69 |
| 2024-03-31 | $2.6M | 36k | 72.34 |
| 2023-12-31 | $2.6M | 38k | 68.80 |
| 2023-09-30 | $2.1M | 39k | 54.90 |
| 2023-06-30 | $2.2M | 39k | 56.67 |
| 2023-03-31 | $2.0M | 39k | 52.37 |
| 2022-12-31 | $3.2M | 38k | 83.26 |
| 2022-09-30 | $2.7M | 38k | 71.86 |
| 2022-06-30 | $2.4M | 37k | 63.19 |
| 2022-03-31 | $3.2M | 37k | 84.32 |
| 2021-12-31 | $3.2M | 38k | 84.10 |
| 2021-09-30 | $2.8M | 39k | 72.85 |
| 2021-06-30 | $2.8M | 38k | 72.80 |
| 2021-03-31 | $2.5M | 38k | 65.19 |
| 2020-12-31 | $2.0M | 38k | 53.04 |
| 2020-09-30 | $1.4M | 38k | 36.23 |
| 2020-06-30 | $1.2M | 37k | 33.75 |
| 2020-03-31 | $1.2M | 37k | 33.61 |
| 2019-12-31 | $1.8M | 38k | 47.55 |
| 2019-09-30 | $1.2M | 29k | 41.83 |
| 2019-06-30 | $1.2M | 29k | 40.20 |
| 2019-03-31 | $1.2M | 28k | 42.75 |
| 2018-12-31 | $1.1M | 27k | 41.52 |
| 2018-09-30 | $1.2M | 25k | 49.16 |
More positions owned by Wunderlich Capital Managemnt
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