Charles Schwab Corporation shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 174k | 95.47 |
| 2025-06-30 | $16M | 174k | 91.24 |
| 2025-03-31 | $13M | 163k | 78.28 |
| 2024-12-31 | $11M | 152k | 74.01 |
| 2024-09-30 | $9.2M | 142k | 64.80 |
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