Charles Schwab Corporation shares owned by HighPoint Advisor
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by HighPoint Advisor
from 13F filings
Historical chart of HighPoint Advisor investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by HighPoint Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 33k | 95.47 |
| 2025-06-30 | $3.0M | 33k | 91.24 |
| 2025-03-31 | $2.7M | 33k | 81.26 |
| 2024-12-31 | $2.9M | 34k | 83.20 |
| 2024-09-30 | $2.6M | 37k | 70.94 |
| 2024-06-30 | $2.4M | 38k | 64.90 |
| 2024-03-31 | $3.2M | 43k | 74.69 |
| 2023-12-31 | $3.2M | 45k | 71.33 |
| 2022-06-30 | $1.4M | 23k | 63.42 |
| 2021-09-30 | $1.3M | 18k | 72.81 |
| 2021-06-30 | $1.6M | 22k | 72.79 |
| 2021-03-31 | $1.2M | 18k | 67.55 |
| 2020-12-31 | $995k | 18k | 56.28 |
| 2020-09-30 | $595k | 14k | 41.48 |
| 2020-06-30 | $488k | 15k | 33.02 |
| 2020-03-31 | $926k | 19k | 48.42 |
| 2019-12-31 | $926k | 19k | 48.42 |
| 2019-09-30 | $525k | 12k | 43.53 |
| 2019-06-30 | $509k | 12k | 43.10 |
| 2019-03-31 | $524k | 12k | 45.60 |
| 2018-12-31 | $510k | 11k | 47.00 |
| 2018-09-30 | $508k | 11k | 45.61 |
| 2018-06-30 | $563k | 11k | 51.14 |
| 2018-03-31 | $643k | 11k | 57.73 |
| 2017-12-31 | $232k | 4.5k | 51.07 |