Charles Schwab Corporation shares owned by Peak Planning Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Peak Planning Group
from 13F filings
Historical chart of Peak Planning Group investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Peak Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.1M | 12k | 93.98 |
| 2024-12-31 | $898k | 12k | 74.01 |
| 2024-06-30 | $899k | 12k | 73.69 |
| 2024-03-31 | $885k | 12k | 72.34 |
| 2023-12-31 | $841k | 12k | 68.80 |
| 2023-09-30 | $670k | 12k | 54.90 |
| 2023-06-30 | $629k | 11k | 56.68 |
| 2023-03-31 | $354k | 6.8k | 52.38 |
| 2022-12-31 | $500k | 6.0k | 83.26 |
| 2022-09-30 | $432k | 6.0k | 71.87 |