Charles Schwab Corporation shares owned by WorthPointe
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by WorthPointe
from 13F filings
Historical chart of WorthPointe investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by WorthPointe
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $222k | 2.2k | 99.91 |
| 2025-09-30 | $217k | 2.3k | 95.48 |
| 2025-06-30 | $205k | 2.3k | 91.23 |
| 2025-03-31 | $264k | 3.4k | 78.27 |
| 2024-12-31 | $249k | 3.4k | 74.01 |
| 2024-09-30 | $225k | 3.5k | 64.80 |