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Charles Schwab Corporation shares owned by Advisory Alpha

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

Historical chart of Advisory Alpha investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Advisory Alpha

Quarter filed Position value Share count Share price at filing
2023-12-31 $262k 3.8k 68.80
2020-03-31 $11k 315 35.64
2019-12-31 $37k 770 48.02
2019-09-30 $34k 948 35.67
2019-03-31 $2.5k 55 45.82

More positions owned by Advisory Alpha

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Broad Usd High (USHY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Select Sector Spdr Tr Financial (XLF)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)

View all positions for Advisory Alpha

Top funds holding Charles Schwab Corporation

Vanguard Group
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Harris Associates L.P
Alliancebernstein
Fisher Investments
Flossbach Von Storch
Bank of America Corporation
Norges Bank Investment Management
Citadel Advisors
Wellington Management Company
Bank of New York Mellon
Legal & General Group

View all funds holding Charles Schwab Corporation