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Charles Schwab Corporation shares owned by LifeSteps Financial

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

Historical chart of LifeSteps Financial investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by LifeSteps Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $15k 200 72.34

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View all positions for LifeSteps Financial

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