Charles Schwab Corporation shares owned by Trust Point
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Trust Point
from 13F filings
Historical chart of Trust Point investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Trust Point
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $752k | 7.5k | 99.91 |
| 2025-09-30 | $707k | 7.4k | 95.47 |
| 2025-06-30 | $674k | 7.4k | 91.24 |
| 2025-03-31 | $455k | 5.8k | 78.28 |
| 2024-12-31 | $557k | 7.5k | 74.01 |
| 2024-09-30 | $413k | 6.4k | 64.81 |
| 2024-06-30 | $497k | 6.7k | 73.69 |
| 2024-03-31 | $529k | 7.3k | 72.34 |
| 2023-12-31 | $474k | 6.9k | 68.80 |