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Charles Schwab Corporation shares owned by Pin Oak Investment Advisors

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Pin Oak Investment Advisors from 13F filings

Historical chart of Pin Oak Investment Advisors investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Pin Oak Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Pin Oak Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $21k 224 95.47
2025-06-30 $17k 224 75.89
2025-03-31 $17k 224 75.89
2024-12-31 $15k 224 66.96
2024-09-30 $14k 224 62.50
2019-09-30 $999 35 28.57
2019-06-30 $5.0k 133 37.59