Charles Schwab Corporation shares owned by Steel Peak Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Steel Peak Wealth Management
from 13F filings
Historical chart of Steel Peak Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Steel Peak Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $463k | 4.9k | 95.47 |
| 2025-06-30 | $253k | 2.8k | 91.24 |
| 2025-03-31 | $5.9M | 76k | 78.28 |
| 2024-12-31 | $5.7M | 78k | 74.01 |
| 2024-09-30 | $4.9M | 76k | 64.81 |
| 2024-06-30 | $5.6M | 76k | 73.69 |
| 2024-03-31 | $323k | 4.5k | 72.34 |
| 2023-12-31 | $361k | 5.3k | 68.79 |
| 2023-09-30 | $306k | 5.6k | 54.90 |
| 2023-06-30 | $2.6M | 46k | 56.68 |
| 2023-03-31 | $905k | 17k | 52.38 |
| 2022-12-31 | $426k | 5.1k | 83.27 |
| 2022-03-31 | $214k | 2.5k | 84.12 |
| 2021-03-31 | $1.2M | 19k | 65.20 |
| 2020-12-31 | $1.0M | 19k | 53.06 |
More positions owned by Steel Peak Wealth Management
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