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Charles Schwab Corporation shares owned by Wisconsin Capital Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Wisconsin Capital Management from 13F filings

Historical chart of Wisconsin Capital Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Wisconsin Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Wisconsin Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $253k 3.5k 72.34
2023-12-31 $241k 3.5k 68.80
2023-06-30 $4.1M 72k 56.68
2023-03-31 $3.4M 65k 52.38
2022-12-31 $333k 4.0k 83.26
2022-09-30 $287k 4.0k 71.75
2022-06-30 $253k 4.0k 63.25
2022-03-31 $337k 4.0k 84.25
2021-12-31 $336k 4.0k 84.00
2021-09-30 $291k 4.0k 72.75
2021-06-30 $291k 4.0k 72.75
2021-03-31 $261k 4.0k 65.25
2020-12-31 $212k 4.0k 53.00
2019-06-30 $992k 25k 40.18
2018-12-31 $1.8M 44k 41.52
2014-12-31 $394k 13k 30.21
2014-09-30 $1.0M 34k 29.39
2014-06-30 $2.9M 108k 26.93
2014-03-31 $3.2M 117k 27.33
2013-12-31 $3.3M 128k 26.00
2013-09-30 $2.9M 137k 21.14
2013-06-30 $2.9M 138k 21.23