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Charles Schwab Corporation shares owned by Golden State Equity Partners

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Golden State Equity Partners from 13F filings

Historical chart of Golden State Equity Partners investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Golden State Equity Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Golden State Equity Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 19k 68.80
2023-09-30 $699k 13k 54.90
2023-06-30 $1.3M 23k 56.68
2023-03-31 $899k 17k 52.38

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View all positions for Golden State Equity Partners

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Fisher Investments
Harris Associates L.P
Alliancebernstein
Bank of America Corporation
Flossbach Von Storch
Norges Bank Investment Management
Nuveen Asset Management
Citadel Advisors
Wellington Management Company

View all funds holding Charles Schwab Corporation