Charles Schwab Corporation shares owned by VisionPoint Advisory Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by VisionPoint Advisory Group
from 13F filings
Historical chart of VisionPoint Advisory Group investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by VisionPoint Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 14k | 95.47 |
| 2025-06-30 | $1.3M | 14k | 91.24 |
| 2025-03-31 | $2.5M | 33k | 78.28 |
| 2024-12-31 | $1.5M | 21k | 73.84 |
| 2024-09-30 | $1.3M | 20k | 64.81 |
| 2024-06-30 | $1.3M | 18k | 73.69 |
| 2024-03-31 | $1.2M | 17k | 72.34 |
| 2023-12-31 | $509k | 7.4k | 68.80 |
| 2023-09-30 | $409k | 7.5k | 54.90 |
| 2023-06-30 | $362k | 6.4k | 56.68 |
More positions owned by VisionPoint Advisory Group
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