Charles Schwab Corporation shares owned by Pines Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Pines Wealth Management
from 13F filings
Historical chart of Pines Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Pines Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $241k | 2.5k | 95.47 |
| 2025-06-30 | $262k | 2.9k | 91.48 |