Charles Schwab Corporation shares owned by Daymark Wealth Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Daymark Wealth Partners
from 13F filings
Historical chart of Daymark Wealth Partners investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Daymark Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 49k | 95.47 |
| 2025-06-30 | $4.6M | 50k | 91.24 |
| 2025-03-31 | $3.9M | 50k | 78.28 |
| 2024-12-31 | $3.7M | 50k | 74.01 |
| 2024-09-30 | $3.3M | 51k | 64.81 |
| 2023-06-30 | $11M | 187k | 56.68 |
| 2023-03-31 | $9.4M | 180k | 52.38 |