Charles Schwab Corporation shares owned by Westwood Holdings
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Westwood Holdings
from 13F filings
Historical chart of Westwood Holdings investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Westwood Holdings consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Westwood Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $23M | 420k | 54.90 |
| 2023-06-30 | $22M | 395k | 56.68 |
| 2023-03-31 | $23M | 429k | 52.38 |
| 2022-12-31 | $18M | 218k | 83.26 |
| 2022-09-30 | $81M | 1.1M | 71.87 |
| 2022-06-30 | $63M | 1.0M | 63.18 |
| 2022-03-31 | $77M | 916k | 84.31 |
| 2021-12-31 | $137M | 1.6M | 84.10 |
| 2021-09-30 | $121M | 1.7M | 72.84 |
| 2021-06-30 | $142M | 1.9M | 72.81 |
| 2021-03-31 | $138M | 2.1M | 65.18 |
| 2020-12-31 | $86M | 1.6M | 53.04 |
| 2020-09-30 | $51M | 1.4M | 36.23 |
| 2020-06-30 | $48M | 1.4M | 33.74 |
| 2020-03-31 | $49M | 1.4M | 33.62 |
| 2019-12-31 | $63M | 1.3M | 47.56 |
| 2019-09-30 | $63M | 1.5M | 41.83 |
| 2019-06-30 | $10M | 250k | 40.19 |
| 2019-03-31 | $11M | 244k | 42.76 |
| 2018-12-31 | $7.9M | 191k | 41.53 |
| 2018-09-30 | $6.7M | 137k | 49.15 |