Charles Schwab Corporation shares owned by Pinnacle Wealth Management Advisory
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Pinnacle Wealth Management Advisory
from 13F filings
Historical chart of Pinnacle Wealth Management Advisory investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Pinnacle Wealth Management Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $934k | 9.8k | 95.47 |
| 2025-06-30 | $879k | 9.6k | 91.24 |
| 2025-03-31 | $740k | 9.4k | 78.28 |
| 2024-12-31 | $751k | 10k | 74.01 |
| 2024-09-30 | $661k | 10k | 64.81 |
| 2024-06-30 | $744k | 10k | 73.69 |
| 2024-03-31 | $729k | 10k | 72.34 |
| 2023-12-31 | $684k | 9.9k | 68.80 |
| 2023-09-30 | $694k | 13k | 54.90 |
| 2023-06-30 | $773k | 14k | 56.68 |
| 2023-03-31 | $841k | 16k | 52.38 |
| 2022-12-31 | $1.6M | 20k | 83.26 |
| 2022-09-30 | $1.4M | 19k | 71.89 |
| 2022-06-30 | $1.1M | 17k | 63.18 |
| 2022-03-31 | $1.2M | 14k | 84.31 |
| 2021-12-31 | $1.1M | 13k | 84.08 |
| 2021-09-30 | $506k | 6.9k | 72.87 |
| 2021-06-30 | $468k | 6.4k | 72.75 |
| 2021-03-31 | $311k | 4.8k | 65.10 |
| 2020-12-31 | $210k | 4.0k | 53.00 |
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