Charles Schwab Corporation shares owned by Paragon Private Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Paragon Private Wealth Management
from 13F filings
Historical chart of Paragon Private Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Paragon Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 12k | 95.47 |
| 2025-06-30 | $715k | 7.8k | 91.24 |
| 2025-03-31 | $394k | 5.0k | 78.28 |
| 2024-12-31 | $250k | 3.4k | 74.02 |
| 2024-06-30 | $214k | 2.9k | 73.69 |
More positions owned by Paragon Private Wealth Management
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