Charles Schwab Corporation shares owned by Highline Wealth Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Highline Wealth Partners
from 13F filings
Historical chart of Highline Wealth Partners investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Highline Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $306k | 3.2k | 95.48 |
| 2025-06-30 | $282k | 3.1k | 91.25 |
| 2025-03-31 | $241k | 3.1k | 78.29 |
| 2024-12-31 | $224k | 3.0k | 74.01 |
| 2024-09-30 | $216k | 3.3k | 64.81 |
| 2024-06-30 | $218k | 3.0k | 73.69 |
| 2024-03-31 | $213k | 2.9k | 72.34 |
| 2023-12-31 | $203k | 2.9k | 68.80 |
| 2023-09-30 | $162k | 2.9k | 54.90 |
| 2023-06-30 | $167k | 2.9k | 56.68 |
| 2023-03-31 | $1.4k | 26 | 52.38 |
| 2022-12-31 | $3.1k | 37 | 83.27 |
| 2022-09-30 | $2.7k | 37 | 71.86 |