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Charles Schwab Corporation shares owned by Pinnacle Financial Partners

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Pinnacle Financial Partners from 13F filings

Historical chart of Pinnacle Financial Partners investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Pinnacle Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Pinnacle Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.8M 94k 72.34
2023-12-31 $6.4M 93k 68.80
2023-09-30 $5.1M 93k 54.90
2023-06-30 $5.3M 93k 56.68
2023-03-31 $4.9M 93k 52.38
2022-12-31 $7.1M 86k 83.26
2022-09-30 $6.2M 86k 71.92
2022-06-30 $5.4M 85k 63.18
2022-03-31 $7.1M 84k 84.36
2021-12-31 $6.9M 82k 84.17
2021-09-30 $5.4M 76k 71.79
2018-09-30 $396k 8.1k 49.09
2018-06-30 $394k 7.7k 51.16
2018-03-31 $297k 5.7k 52.24
2017-12-31 $291k 5.7k 51.32
2017-09-30 $231k 5.3k 43.77