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Charles Schwab Corporation shares owned by Wintrust Financial Corporation

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Wintrust Financial Corporation from 13F filings

Historical chart of Wintrust Financial Corporation investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Wintrust Financial Corporation consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Wintrust Financial Corporation

Quarter filed Position value Share count Share price at filing
2024-03-31 $10M 142k 72.34
2023-12-31 $6.2M 90k 68.63
2023-09-30 $5.1M 92k 54.90
2023-06-30 $5.2M 92k 56.68
2023-03-31 $3.7M 71k 52.38
2022-12-31 $684k 8.2k 83.26
2022-03-31 $682k 8.1k 84.30
2021-12-31 $670k 8.0k 84.13
2021-09-30 $267k 3.7k 72.93
2021-06-30 $271k 3.7k 72.85
2019-06-30 $364k 6.6k 55.56
2019-03-31 $5.0M 117k 42.50
2018-12-31 $2.6M 63k 41.52
2018-09-30 $16M 315k 51.10
2018-06-30 $16M 315k 51.10
2018-03-31 $9.1M 175k 52.22
2017-09-30 $207k 4.7k 43.77
2017-06-30 $203k 4.7k 42.93
2017-03-31 $219k 5.4k 40.75
2016-12-31 $219k 5.5k 39.53
2015-12-31 $222k 6.7k 32.97
2014-12-31 $3.9M 130k 30.19
2014-09-30 $783k 27k 29.40