Charles Schwab Corporation shares owned by Cornerstone Wealth Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Cornerstone Wealth Group
from 13F filings
Historical chart of Cornerstone Wealth Group investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Cornerstone Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $416k | 4.2k | 99.91 |
| 2025-09-30 | $356k | 3.7k | 95.47 |
| 2025-06-30 | $301k | 3.3k | 91.24 |
| 2025-03-31 | $211k | 2.7k | 78.29 |
| 2023-03-31 | $2.4M | 45k | 52.38 |