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Charles Schwab Corporation shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-03-31 $13M 175k 72.34
2023-12-31 $11M 154k 68.86

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View all positions for Pathstone Holdings

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