Charles Schwab Corporation shares owned by CAP Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by CAP Partners
from 13F filings
Historical chart of CAP Partners investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by CAP Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by CAP Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $215k | 2.3k | 95.47 |
| 2025-06-30 | $205k | 2.3k | 91.24 |
| 2024-12-31 | $234k | 3.2k | 74.02 |
| 2024-09-30 | $202k | 3.1k | 64.82 |
| 2024-06-30 | $223k | 3.0k | 73.69 |
| 2024-03-31 | $206k | 2.8k | 72.34 |