Charles Schwab Corporation shares owned by Viewpoint Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Viewpoint Capital Management
from 13F filings
Historical chart of Viewpoint Capital Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Viewpoint Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Viewpoint Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $477k | 5.0k | 95.47 |
| 2025-06-30 | $456k | 5.0k | 91.24 |
| 2025-03-31 | $391k | 5.0k | 78.28 |
| 2024-12-31 | $370k | 5.0k | 74.01 |
| 2024-09-30 | $322k | 5.0k | 64.42 |
| 2024-06-30 | $369k | 5.0k | 73.69 |
| 2024-03-31 | $362k | 5.0k | 72.34 |
| 2023-12-31 | $344k | 5.0k | 68.80 |
| 2023-09-30 | $275k | 5.0k | 54.90 |
| 2023-06-30 | $283k | 5.0k | 56.68 |
More positions owned by Viewpoint Capital Management
View all positions for Viewpoint Capital Management