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Charles Schwab Corporation shares owned by WestEnd Advisors

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

Historical chart of WestEnd Advisors investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by WestEnd Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $433 6 72.33
2022-03-31 $1.4k 17 84.29
2021-12-31 $1.5k 18 84.06
2021-09-30 $1.3k 18 72.83
2021-06-30 $1.2k 17 72.76

More positions owned by WestEnd Advisors

Select Sector Spdr Tr Sbi Heal Common Stock (XLV)
Select Sector Spdr Tr Sbi Int- Common Stock (XLK)
Vanguard Intl Equity Index F A Common Stock (VEU)
Vanguard Intl Equity Index F P Common Stock (VPL)
Select Sector Spdr Tr Communic Common Stock (XLC)
Select Sector Spdr Tr Sbi Cons Common Stock (XLY)
Ishares Tr Lehman 3-7 Yr Common Stock (IEI)
Select Sector Spdr Tr Sbi Int- Common Stock (XLF)
Select Sector Spdr Tr Sbi Cons Common Stock (XLP)
Ishares Tr 7-10 Yr Trs Bd Common Stock (IEF)
ISHARES TR 20 plus YR TRS BD Common Stock (TLT)
Select Sector Spdr Tr Sbi Int- Common Stock (XLU)
Vanguard Scottsdale Fds Int-te Common Stock (VCIT)
Vanguard Scottsdale Fds Shrt-t Common Stock (VCSH)
Ishares Tr Core Msci Euro Common Stock (IEUR)

View all positions for WestEnd 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