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Charles Schwab Corporation shares owned by Fort Point Capital Partners

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Fort Point Capital Partners from 13F filings

Historical chart of Fort Point Capital Partners investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Fort Point Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Fort Point Capital Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $378k 3.7k 102.76

More positions owned by Fort Point Capital Partners

Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr National Mun Etf (MUB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (BIL)
Freshpet (FRPT)
Schwab Strategic Tr Mun Bd Etf (SCMB)
Ishares Tr Msci Eafe Etf (EFA)
Broadcom (AVGO)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)

View all positions for Fort Point Capital Partners

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
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Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
PRIMECAP Management Company
Harris Associates L.P
Fisher Investments
Norges Bank Investment Management
Artisan Partners Limited Partnership
Northern Trust
Invesco

View all funds holding Charles Schwab Corporation