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Charles Schwab Corporation shares owned by GM Advisory

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

Historical chart of GM Advisory investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Charles Schwab Corporation by GM Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 21k 68.80
2023-09-30 $1.1M 20k 54.90
2023-06-30 $596k 11k 56.68
2023-03-31 $1.0M 19k 52.38

More positions owned by GM Advisory

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Short Treas Bd (SHV)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Russell 3000 Etf (IWV)
Apple (AAPL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Msci Acwi Ex Us (ACWX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)

View all positions for GM Advisory

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