Charles Schwab Corporation shares owned by Triumph Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Triumph Capital Management
from 13F filings
Historical chart of Triumph Capital Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Triumph Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $371k | 3.9k | 95.46 |
| 2025-06-30 | $356k | 3.9k | 91.23 |
| 2025-03-31 | $286k | 3.6k | 78.28 |
| 2024-12-31 | $296k | 4.0k | 74.01 |
| 2024-09-30 | $724k | 11k | 64.81 |
| 2024-03-31 | $221k | 3.0k | 72.37 |
| 2023-12-31 | $241k | 3.5k | 68.80 |
| 2023-09-30 | $320k | 5.8k | 54.90 |
| 2023-06-30 | $760k | 13k | 56.68 |
More positions owned by Triumph Capital Management
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