Charles Schwab Corporation shares owned by Vista Private Wealth Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Vista Private Wealth Partners
from 13F filings
Historical chart of Vista Private Wealth Partners investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Vista Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $357k | 3.9k | 91.25 |
| 2025-06-30 | $357k | 3.9k | 91.25 |
| 2025-03-31 | $306k | 3.9k | 78.28 |
| 2024-12-31 | $307k | 4.1k | 74.01 |
| 2024-09-30 | $341k | 4.6k | 73.70 |
| 2024-06-30 | $341k | 4.6k | 73.70 |
| 2024-03-31 | $330k | 4.6k | 71.35 |
| 2023-09-30 | $265k | 4.9k | 53.59 |
| 2023-06-30 | $282k | 5.0k | 56.88 |
| 2023-03-31 | $235k | 4.9k | 47.79 |
| 2022-12-31 | $384k | 4.6k | 83.26 |
| 2022-09-30 | $325k | 4.4k | 73.28 |
| 2022-06-30 | $282k | 4.4k | 63.64 |
| 2022-03-31 | $444k | 5.3k | 83.60 |
| 2021-12-31 | $552k | 6.5k | 85.49 |
| 2021-09-30 | $396k | 5.4k | 72.85 |
| 2021-06-30 | $397k | 5.4k | 73.10 |
| 2021-03-31 | $224k | 6.2k | 36.23 |
| 2020-12-31 | $336k | 6.4k | 52.71 |
| 2020-09-30 | $224k | 6.2k | 36.23 |
| 2019-09-30 | $144k | 3.8k | 37.92 |
| 2019-03-31 | $249k | 5.6k | 44.46 |
| 2018-12-31 | $257k | 5.8k | 44.58 |
| 2018-09-30 | $290k | 6.1k | 47.74 |
More positions owned by Vista Private Wealth Partners
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