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Charles Schwab Corporation shares owned by Centerpoint Advisors

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Centerpoint Advisors from 13F filings

Historical chart of Centerpoint Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Centerpoint Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Centerpoint Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.0k 77 90.91
2018-03-31 $3.0k 63 47.62

More positions owned by Centerpoint Advisors

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Ishares Tr Rus 1000 Etf (IWB)
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Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Grwt Etf (IVW)
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Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Centerpoint Advisors

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
Morgan Stanley
Fisher Investments
Harris Associates L.P
PRIMECAP Management Company
Artisan Partners Limited Partnership
Massachusetts Financial Services
Northern Trust

View all funds holding Charles Schwab Corporation