Charles Schwab Corporation shares owned by Whalerock Point Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Whalerock Point Partners
from 13F filings
Historical chart of Whalerock Point Partners investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Whalerock Point Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $316k | 3.2k | 99.91 |
| 2025-09-30 | $302k | 3.2k | 95.47 |
| 2025-06-30 | $289k | 3.2k | 91.24 |
| 2025-03-31 | $248k | 3.2k | 78.28 |
| 2024-12-31 | $234k | 3.2k | 74.01 |
| 2024-09-30 | $205k | 3.2k | 64.81 |
| 2024-06-30 | $233k | 3.2k | 73.69 |
| 2024-03-31 | $229k | 3.2k | 72.34 |
| 2023-12-31 | $234k | 3.4k | 68.80 |