Charles Schwab Corporation shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Pinnacle Wealth Planning Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $619k | 6.5k | 95.47 |
| 2025-06-30 | $593k | 6.5k | 91.24 |
| 2025-03-31 | $468k | 6.0k | 78.28 |
| 2024-12-31 | $429k | 5.8k | 74.01 |
| 2024-09-30 | $339k | 5.2k | 64.81 |
| 2024-06-30 | $391k | 5.3k | 73.69 |
| 2024-03-31 | $361k | 5.0k | 72.34 |
| 2023-12-31 | $328k | 4.8k | 68.80 |
| 2023-09-30 | $269k | 4.9k | 54.90 |
| 2023-06-30 | $462k | 8.2k | 56.68 |
| 2023-03-31 | $1.3M | 25k | 52.39 |
| 2022-12-31 | $712k | 8.5k | 83.26 |
| 2022-09-30 | $638k | 8.3k | 76.92 |
| 2022-06-30 | $521k | 8.2k | 63.17 |
| 2022-03-31 | $569k | 6.8k | 84.28 |
| 2021-12-31 | $595k | 6.8k | 87.91 |
| 2021-09-30 | $460k | 6.3k | 72.77 |
| 2021-06-30 | $444k | 6.1k | 72.94 |
| 2021-03-31 | $387k | 6.0k | 64.52 |
| 2020-12-31 | $353k | 6.8k | 52.13 |
| 2020-09-30 | $220k | 6.0k | 36.70 |
| 2019-12-31 | $371k | 7.8k | 47.48 |
| 2019-09-30 | $231k | 5.5k | 41.66 |
| 2019-03-31 | $200k | 4.7k | 42.68 |
| 2018-12-31 | $217k | 5.2k | 41.50 |
| 2018-09-30 | $282k | 5.7k | 49.21 |
| 2018-06-30 | $309k | 6.1k | 51.02 |
| 2018-03-31 | $327k | 6.3k | 52.14 |
| 2017-12-31 | $118k | 2.3k | 51.20 |
More positions owned by Pinnacle Wealth Planning Services
View all positions for Pinnacle Wealth Planning Services