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Charles Schwab Corporation shares owned by WFA Asset Management Corp

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by WFA Asset Management Corp from 13F filings

Historical chart of WFA Asset Management Corp investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by WFA Asset Management Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by WFA Asset Management Corp

Quarter filed Position value Share count Share price at filing
2024-03-31 $33k 458 72.31
2023-12-31 $31k 456 68.80
2023-09-30 $25k 454 54.90
2023-06-30 $26k 452 56.69

More positions owned by WFA Asset Management Corp

Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
Ishares Tr Rus Top 200 Etf (IWL)
Ea Series Trust Bridgeway Blue (BBLU)
Vanguard World Financials Etf (VFH)
Ishares Msci Gbl Min Vol (ACWV)
Apple (AAPL)
At&t (T)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Citigroup Com New (C)
3M Company (MMM)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for WFA Asset Management Corp

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