Charles Schwab Corporation shares owned by Belpointe Asset Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Belpointe Asset Management
from 13F filings
Historical chart of Belpointe Asset Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Belpointe Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $993k | 9.9k | 99.91 |
| 2025-09-30 | $812k | 8.5k | 95.47 |
| 2025-06-30 | $560k | 6.1k | 91.24 |
| 2025-03-31 | $448k | 5.7k | 78.28 |
| 2024-12-31 | $739k | 11k | 65.10 |
| 2024-09-30 | $674k | 10k | 64.81 |
| 2024-06-30 | $792k | 11k | 73.69 |
| 2024-03-31 | $1.1M | 15k | 72.34 |
| 2023-09-30 | $1.2M | 22k | 54.90 |
| 2023-06-30 | $1.3M | 23k | 56.68 |
| 2023-03-31 | $2.9M | 54k | 52.38 |
| 2022-12-31 | $861k | 10k | 83.26 |
| 2022-09-30 | $1.2M | 16k | 71.91 |
| 2022-06-30 | $469k | 7.4k | 63.18 |
| 2022-03-31 | $593k | 7.0k | 84.36 |
| 2021-12-31 | $674k | 8.0k | 84.04 |
| 2021-09-30 | $485k | 6.6k | 72.94 |
| 2021-06-30 | $341k | 4.7k | 72.99 |
| 2021-03-31 | $234k | 3.6k | 65.07 |
| 2020-12-31 | $913k | 17k | 53.04 |
| 2020-09-30 | $174k | 5.2k | 33.58 |
| 2020-06-30 | $178k | 5.3k | 33.84 |
| 2020-03-31 | $174k | 5.2k | 33.58 |
| 2019-12-31 | $315k | 6.6k | 47.62 |
| 2019-09-30 | $380k | 9.1k | 41.84 |
| 2019-06-30 | $364k | 9.1k | 40.20 |
| 2019-03-31 | $417k | 9.8k | 42.72 |
| 2018-12-31 | $391k | 9.4k | 41.57 |
| 2018-09-30 | $448k | 9.1k | 49.19 |
| 2018-06-30 | $350k | 6.8k | 51.11 |
| 2018-03-31 | $358k | 6.8k | 52.28 |
| 2017-12-31 | $418k | 8.1k | 51.43 |
| 2017-09-30 | $371k | 8.5k | 43.72 |
More positions owned by Belpointe Asset Management
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