Charles Schwab Corporation shares owned by Fidelis Capital Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Fidelis Capital Partners
from 13F filings
Historical chart of Fidelis Capital Partners investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Fidelis Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $813k | 8.5k | 95.47 |
| 2025-06-30 | $782k | 8.1k | 96.71 |
| 2025-03-31 | $580k | 7.3k | 79.94 |
| 2024-12-31 | $544k | 6.6k | 82.75 |
| 2024-09-30 | $419k | 5.8k | 71.71 |
| 2024-06-30 | $395k | 6.3k | 62.22 |
| 2024-03-31 | $498k | 6.9k | 72.34 |
| 2023-12-31 | $407k | 5.9k | 68.80 |
| 2023-06-30 | $208k | 3.7k | 56.68 |