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Charles Schwab Corporation shares owned by Wealth Quarterback

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

Historical chart of Wealth Quarterback investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Wealth Quarterback

Quarter filed Position value Share count Share price at filing
2024-03-31 $614k 8.5k 72.34
2023-09-30 $485k 8.8k 54.90
2023-06-30 $583k 10k 56.68
2019-12-31 $1.6k 33 48.45

More positions owned by Wealth Quarterback

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p Us Gwt (IUSG)
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Fidelity Covington Trust Msci Energy Idx (FENY)
Ishares Tr Select Divid Etf (DVY)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Johnson & Johnson (JNJ)
Ishares Tr Sp Smcp600vl Etf (IJS)

View all positions for Wealth Quarterback

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