Charles Schwab Corporation shares owned by Pointe Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Pointe Capital Management
from 13F filings
Historical chart of Pointe Capital Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Pointe Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $657k | 6.9k | 95.47 |
| 2025-06-30 | $628k | 6.9k | 91.24 |
| 2025-03-31 | $528k | 6.7k | 78.28 |
| 2024-12-31 | $632k | 8.5k | 74.01 |
| 2024-09-30 | $488k | 7.5k | 64.81 |
| 2024-06-30 | $555k | 7.5k | 73.69 |
| 2024-03-31 | $614k | 8.5k | 72.34 |
| 2023-12-31 | $565k | 8.2k | 68.80 |
| 2023-09-30 | $420k | 7.7k | 54.90 |
| 2023-06-30 | $432k | 7.6k | 56.68 |
| 2023-03-31 | $381k | 7.3k | 52.38 |
| 2022-12-31 | $437k | 5.2k | 83.30 |
| 2022-09-30 | $440k | 6.1k | 71.87 |
| 2022-06-30 | $511k | 6.1k | 84.37 |
| 2022-03-31 | $511k | 6.1k | 84.37 |
| 2021-12-31 | $495k | 5.9k | 84.06 |
| 2021-09-30 | $429k | 5.9k | 72.85 |
| 2021-06-30 | $424k | 5.8k | 72.89 |
| 2021-03-31 | $364k | 5.6k | 65.20 |
| 2020-12-31 | $287k | 5.4k | 53.04 |
| 2019-12-31 | $267k | 5.6k | 47.64 |
| 2019-09-30 | $236k | 5.6k | 41.90 |
| 2019-03-31 | $211k | 4.9k | 42.82 |