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Charles Schwab Corporation shares owned by Deschutes Portfolio Strategy

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Deschutes Portfolio Strategy from 13F filings

Historical chart of Deschutes Portfolio Strategy investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Deschutes Portfolio Strategy consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Deschutes Portfolio Strategy

Quarter filed Position value Share count Share price at filing
2024-03-31 $908k 13k 72.34
2023-12-31 $863k 13k 68.80
2023-09-30 $608k 11k 54.90
2023-06-30 $632k 11k 56.68

More positions owned by Deschutes Portfolio Strategy

Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Shockwave Med (SWAV)
Ascendis Pharma A/s Sponsored Adr (ASND)
Lam Research Corporation (LRCX)
Bny Mellon Mun Bd Infrastruc Com Shs (DMB)
Destra Multi-alternative Common Shares (DMA)
Highland Opportunities Highland Income (HFRO)
Blackrock Science & Technolo Shs Ben Int (BSTZ)
Amazon (AMZN)
Nexpoint Diversified Rel Et Com New (NXDT)
Highland Global mf closed and mf open (HGLB)
Ecofin Sustainable And Socia Com Sh Ben Int (TEAF)
Taiwan Fund (TWN)

View all positions for Deschutes Portfolio Strategy

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