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Charles Schwab Corporation shares owned by Fieldpoint Private Securities

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Fieldpoint Private Securities from 13F filings

Historical chart of Fieldpoint Private Securities investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Fieldpoint Private Securities consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Fieldpoint Private Securities

Quarter filed Position value Share count Share price at filing
2022-06-30 $230k 3.6k 63.27
2022-03-31 $315k 3.7k 84.41
2021-12-31 $334k 4.0k 84.19
2021-09-30 $300k 4.1k 72.78
2021-06-30 $300k 4.0k 74.44
2021-03-31 $263k 4.0k 65.26
2020-12-31 $137k 2.6k 53.14
2019-12-31 $22k 476 46.98
2019-09-30 $36k 871 40.82
2019-06-30 $73k 1.8k 40.61