Charles Schwab Corporation shares owned by Proficio Capital Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Proficio Capital Partners
from 13F filings
Historical chart of Proficio Capital Partners investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Proficio Capital Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Proficio Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $634k | 7.0k | 91.23 |
| 2025-03-31 | $500k | 6.4k | 78.29 |
| 2024-12-31 | $441k | 6.0k | 74.02 |
| 2024-06-30 | $348k | 4.7k | 73.69 |
| 2024-03-31 | $325k | 4.5k | 72.34 |
| 2023-09-30 | $204k | 3.7k | 54.89 |
| 2023-06-30 | $207k | 3.7k | 56.67 |
| 2023-03-31 | $299M | 305k | 978.89 |
| 2022-12-31 | $545k | 6.5k | 83.26 |
| 2022-09-30 | $439k | 6.1k | 72.05 |
| 2022-06-30 | $540k | 8.6k | 63.15 |
| 2022-03-31 | $720k | 8.6k | 84.10 |
| 2021-12-31 | $636k | 7.6k | 84.07 |
| 2021-09-30 | $538k | 7.4k | 72.87 |
| 2021-06-30 | $557k | 7.6k | 72.85 |
| 2021-03-31 | $494k | 7.6k | 65.16 |
| 2020-12-31 | $228k | 4.3k | 52.96 |
| 2019-06-30 | $52k | 1.3k | 40.47 |
| 2019-03-31 | $44k | 1.0k | 42.47 |
| 2018-12-31 | $43k | 1.0k | 41.83 |
| 2018-09-30 | $30k | 604 | 49.67 |
| 2018-06-30 | $30k | 582 | 51.55 |
| 2018-03-31 | $28k | 531 | 52.73 |
| 2017-12-31 | $25k | 480 | 52.08 |
| 2017-09-30 | $19k | 439 | 43.28 |
| 2017-06-30 | $19k | 439 | 43.28 |
| 2017-03-31 | $22k | 576 | 38.19 |
| 2016-12-31 | $8.0k | 208 | 38.46 |
| 2016-09-30 | $15k | 460 | 32.61 |
| 2016-06-30 | $13k | 460 | 28.26 |
| 2016-03-31 | $12k | 442 | 27.15 |
| 2015-12-31 | $22k | 665 | 33.08 |