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Charles Schwab Corporation shares owned by Avondale Wealth Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Avondale Wealth Management from 13F filings

Historical chart of Avondale Wealth Management investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Avondale Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 16k 68.80
2023-09-30 $906k 17k 54.90
2023-06-30 $992k 18k 56.68
2023-03-31 $471k 9.0k 52.38

More positions owned by Avondale Wealth Management

Ishares S&p 500 Index Etf (IVV)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Invesco Qqq Trust Series I Etf (QQQ)
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Dimensional Us High Profitability Etf Etf (DUHP)
Vanguard S&p 500 Etf Etf (VOO)
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)
Energy Select Sector Spdr Etf (XLE)
Apple Stock (AAPL)
Ishares U.s. Treasury Bond Etf Etf (GOVT)
Spdr S&p Regional Banking Etf Etf (KRE)
Sentinelone Inc Cl A Stock (S)
Draftkings Inc New Com Cl A Stock (DKNG)

View all positions for Avondale Wealth Management

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