Charles Schwab Corporation shares owned by Garrison Point Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Garrison Point Advisors
from 13F filings
Historical chart of Garrison Point Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Garrison Point Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $651k | 6.8k | 95.47 |
| 2025-06-30 | $626k | 6.9k | 91.24 |
| 2025-03-31 | $537k | 6.9k | 78.28 |
| 2024-12-31 | $522k | 7.1k | 74.01 |
| 2024-09-30 | $457k | 7.1k | 64.81 |
| 2024-06-30 | $520k | 7.1k | 73.69 |
| 2024-03-31 | $510k | 7.1k | 72.34 |
| 2023-12-31 | $485k | 7.1k | 68.80 |
| 2023-09-30 | $387k | 7.1k | 54.90 |
| 2023-06-30 | $403k | 7.1k | 56.68 |
| 2023-03-31 | $376k | 7.2k | 52.38 |
| 2022-12-31 | $598k | 7.2k | 83.26 |
| 2022-09-30 | $516k | 7.2k | 71.82 |
| 2022-06-30 | $454k | 7.2k | 63.19 |
| 2022-03-31 | $606k | 7.2k | 84.34 |
| 2021-12-31 | $613k | 7.3k | 84.09 |
| 2021-09-30 | $531k | 7.3k | 72.84 |
| 2021-06-30 | $531k | 7.3k | 72.84 |
| 2021-03-31 | $475k | 7.3k | 65.16 |
| 2020-12-31 | $387k | 7.3k | 53.09 |
| 2020-09-30 | $264k | 7.3k | 36.21 |
| 2020-06-30 | $246k | 7.3k | 33.74 |
| 2020-03-31 | $245k | 7.3k | 33.61 |
| 2019-12-31 | $370k | 7.8k | 47.53 |
| 2019-09-30 | $368k | 8.8k | 41.79 |
| 2019-06-30 | $358k | 8.9k | 40.20 |
| 2019-03-31 | $381k | 8.9k | 42.81 |
| 2018-12-31 | $370k | 8.9k | 41.57 |
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