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Charles Schwab Corporation shares owned by CMG Global Holdings

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by CMG Global Holdings from 13F filings

Historical chart of CMG Global Holdings investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by CMG Global Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by CMG Global Holdings

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 16k 72.34
2023-12-31 $989k 15k 64.63
2023-09-30 $429k 7.8k 54.90
2023-06-30 $592k 10k 56.68

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Invesco Qqq Tr Unit Ser 1 (QQQ)
United Parcel Service CL B (UPS)
Apple (AAPL)
General Electric Com New (GE)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Schwab Charles Family Amt Tax Free Mny (SCTXX)
Chevron Corporation (CVX)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for CMG Global Holdings

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