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Charles Schwab Corporation shares owned by Adviser Investments

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Adviser Investments from 13F filings

Historical chart of Adviser Investments investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Adviser Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Adviser Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $22M 297k 72.34
2023-12-31 $22M 319k 68.80
2023-09-30 $3.5M 63k 54.90
2023-06-30 $3.6M 64k 56.68
2018-06-30 $104k 2.0k 50.86
2018-03-31 $67k 1.3k 52.59

More positions owned by Adviser Investments

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Ser Tr Portfolio Crport (SPBO)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Mbs Etf (MBB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Wellington Us Value Factr (VFVA)

View all positions for Adviser Investments

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Geode Capital Management
Morgan Stanley
Harris Associates L.P
Bank of America Corporation
Franklin Resources
Fisher Investments
Alliancebernstein
Flossbach Von Storch
Northern Trust

View all funds holding Charles Schwab Corporation