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Charles Schwab Corporation shares owned by Farther Finance Advisors

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Farther Finance Advisors from 13F filings

Historical chart of Farther Finance Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Farther Finance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Farther Finance Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 28k 72.37
2023-12-31 $1.9M 27k 68.80
2023-09-30 $1.2M 22k 54.90
2023-06-30 $750k 13k 56.68
2023-03-31 $142k 2.7k 52.38
2022-12-31 $62k 746 83.27

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Vanguard Ftse Developed Markets Etf Etf (VEA)
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View all positions for Farther Finance Advisors

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