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Charles Schwab Corporation shares owned by Delos Wealth Advisors

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

Historical chart of Delos Wealth Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Charles Schwab Corporation by Delos Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $20k 274 72.34
2023-12-31 $18k 260 68.80
2023-09-30 $15k 260 59.15
2023-06-30 $15k 260 56.68
2023-03-31 $14k 260 52.38
2021-12-31 $9.0k 108 83.33

More positions owned by Delos Wealth Advisors

Spdr Ser Tr Bloomberg 3-12 M (BILS)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Flexshares Tr Iboxx 3r Targt (TDTT)
First Tr Exchange Traded Utilities Alph (FXU)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Gold Tr Gold Shs (GLD)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Wal-Mart Stores (WMT)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Invesco Exch Trd Slf Idx Bloomberg Pricin (POWA)
Agnico (AEM)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for Delos Wealth Advisors

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