Charles Schwab Corporation shares owned by Partners Capital Investment Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Partners Capital Investment Group
from 13F filings
Historical chart of Partners Capital Investment Group investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Partners Capital Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 53k | 95.47 |
| 2025-06-30 | $4.8M | 53k | 91.24 |
| 2023-12-31 | $233k | 3.4k | 68.80 |
| 2018-09-30 | $32M | 655k | 49.15 |
| 2018-06-30 | $32M | 632k | 51.10 |
| 2018-03-31 | $31M | 589k | 52.22 |
| 2017-12-31 | $28M | 540k | 51.37 |
More positions owned by Partners Capital Investment Group
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