Charles Schwab Corporation shares owned by Keel Point
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Keel Point
from 13F filings
Historical chart of Keel Point investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Keel Point
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $794k | 8.7k | 91.24 |
| 2025-03-31 | $520k | 6.6k | 78.28 |
| 2024-12-31 | $367k | 5.0k | 74.01 |
| 2024-09-30 | $328k | 5.1k | 64.81 |
| 2024-06-30 | $330k | 5.3k | 62.50 |
| 2024-03-31 | $425k | 5.9k | 72.35 |
| 2023-12-31 | $375k | 5.5k | 68.80 |
| 2023-09-30 | $271k | 4.9k | 54.90 |
| 2023-06-30 | $317k | 5.6k | 56.68 |
| 2023-03-31 | $243k | 4.6k | 52.38 |
| 2022-12-31 | $502k | 6.0k | 83.26 |
| 2022-09-30 | $437k | 6.1k | 71.85 |
| 2022-06-30 | $305k | 4.4k | 69.97 |
| 2022-03-31 | $368k | 4.4k | 84.25 |
| 2021-12-31 | $386k | 4.6k | 84.19 |
| 2021-09-30 | $303k | 4.2k | 72.84 |