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Charles Schwab Corporation shares owned by Emerald Investment Partners

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Emerald Investment Partners from 13F filings

Historical chart of Emerald Investment Partners investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Emerald Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Emerald Investment Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 25k 72.34
2023-12-31 $2.1M 30k 68.80
2023-09-30 $1.5M 28k 54.90
2021-03-31 $0 5 0.00

More positions owned by Emerald Investment Partners

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core Total Usd (IUSB)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr 20+ Year Tr Bd (TLTW)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Emerald Investment Partners

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