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Waterstone Financial shares owned by Charles Schwab Investment Management

Quarter-by-quarter ownership of Waterstone Financial (WSBF) shares owned by Charles Schwab Investment Management from 13F filings

Historical chart of Charles Schwab Investment Management investment in Waterstone Financial

Tip: Access up to 7 years of quarterly data

All positions including Waterstone Financial held by Charles Schwab Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Waterstone Financial by Charles Schwab Investment Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.9M 152k 12.79
2024-03-31 $1.8M 151k 12.17
2023-12-31 $2.1M 148k 14.20
2023-09-30 $1.7M 154k 10.95
2023-06-30 $2.1M 146k 14.49
2023-03-31 $2.3M 151k 15.13
2022-12-31 $2.6M 151k 17.24
2022-09-30 $2.4M 150k 16.16
2022-06-30 $2.6M 152k 17.05
2022-03-31 $3.2M 163k 19.35
2021-12-31 $3.6M 163k 21.86
2021-09-30 $3.3M 160k 20.49
2021-06-30 $2.9M 147k 19.66
2021-03-31 $2.9M 143k 20.42
2020-12-31 $2.7M 142k 18.83
2020-09-30 $2.2M 145k 15.50
2020-06-30 $2.4M 159k 14.83
2020-03-31 $2.3M 155k 14.54
2019-12-31 $2.9M 152k 19.03
2019-09-30 $2.6M 154k 17.18
2019-06-30 $2.7M 156k 17.06
2019-03-31 $2.5M 155k 16.46
2018-12-31 $2.4M 143k 16.77
2018-09-30 $2.6M 150k 17.15
2018-06-30 $2.4M 138k 17.05
2018-03-31 $2.3M 133k 17.30
2017-12-31 $2.1M 122k 17.06
2017-09-30 $2.2M 114k 19.50
2017-06-30 $2.4M 125k 18.85
2017-03-31 $2.3M 125k 18.26
2016-12-31 $2.2M 119k 18.41
2016-09-30 $1.9M 114k 17.00
2016-06-30 $1.9M 122k 15.34
2016-03-31 $1.7M 121k 13.69
2015-12-31 $1.7M 120k 14.11
2015-09-30 $1.6M 118k 13.49
2015-06-30 $1.7M 128k 13.20
2015-03-31 $1.1M 84k 12.84
2014-12-31 $926k 70k 13.15
2014-09-30 $761k 66k 11.56
2014-06-30 $648k 57k 11.41
2014-03-31 $302k 29k 10.41