Charles Schwab Corporation shares owned by ZWJ Investment Counsel
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by ZWJ Investment Counsel
from 13F filings
Historical chart of ZWJ Investment Counsel investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by ZWJ Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $228k | 2.4k | 95.47 |
| 2025-06-30 | $208k | 2.3k | 91.24 |
| 2024-06-30 | $296k | 4.0k | 73.69 |
| 2024-03-31 | $508k | 7.0k | 72.34 |
| 2017-12-31 | $1.0M | 20k | 51.35 |
| 2017-09-30 | $805k | 18k | 43.75 |
| 2017-06-30 | $791k | 18k | 42.99 |
| 2017-03-31 | $387k | 9.5k | 40.84 |
| 2015-03-31 | $207k | 6.8k | 30.48 |
| 2014-12-31 | $213k | 7.1k | 30.20 |