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Charles Schwab Corporation shares owned by Wiley Bros.-aintree Capital

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Wiley Bros.-aintree Capital from 13F filings

Historical chart of Wiley Bros.-aintree Capital investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Wiley Bros.-aintree Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Wiley Bros.-aintree Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $281k 3.9k 72.33

More positions owned by Wiley Bros.-aintree Capital

Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Microsoft Corporation (MSFT)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
NVIDIA Corporation (NVDA)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Capital Group Core Equity Et Shs Creation Uni (CGUS)

View all positions for Wiley Bros.-aintree Capital

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