Nations Financial Group »

Charles Schwab Corporation shares owned by Nations Financial Group

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Nations Financial Group from 13F filings

Historical chart of Nations Financial Group investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Nations Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Charles Schwab Corporation by Nations Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.9M 28k 68.80
2023-09-30 $1.1M 21k 54.90
2023-06-30 $882k 16k 56.68
2022-12-31 $2.5M 30k 83.26

More positions owned by Nations Financial Group

Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Nvidia Corporation Stock (NVDA)
Ishares Russell 3000 Etf Etf (IWV)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Schwab Us Dividend Equity Etf Etf (SCHD)
Amazon Stock (AMZN)
Technology Select Sector Spdr Fund Etf (XLK)
Vanguard Mid-cap Etf Etf (VO)
Ishares Core S&p Small Cap Etf Etf (IJR)
Exxon Mobil Corp Stock (XOM)
Spdr S&p 500 Etf Trust Etf (SPY)

View all positions for Nations Financial Group

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