Wells Fargo & Company shares owned by Charles Schwab Trust
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Charles Schwab Trust
from 13F filings
Historical chart of Charles Schwab Trust investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Charles Schwab Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wells Fargo & Company by Charles Schwab Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $371k | 6.4k | 57.96 |
| 2021-03-31 | $326k | 8.2k | 39.68 |
| 2020-12-31 | $253k | 8.4k | 30.16 |
| 2020-06-30 | $319k | 13k | 25.58 |
| 2020-03-31 | $363k | 13k | 28.72 |
| 2019-12-31 | $1.1M | 21k | 53.78 |
| 2019-09-30 | $997k | 20k | 49.07 |