Charles Schwab Corporation shares owned by Pathstone Holdings
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Pathstone Holdings
from 13F filings
Historical chart of Pathstone Holdings investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Pathstone Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 197k | 95.47 |
| 2025-06-30 | $36M | 188k | 192.98 |
| 2025-03-31 | $20M | 259k | 78.28 |
| 2024-12-31 | $12M | 155k | 74.01 |
| 2024-09-30 | $12M | 191k | 64.81 |
| 2024-06-30 | $17M | 229k | 73.69 |
| 2024-03-31 | $13M | 175k | 72.34 |
| 2023-12-31 | $11M | 154k | 68.86 |