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Charles Schwab Corporation shares owned by Northwest Capital Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Northwest Capital Management from 13F filings

Historical chart of Northwest Capital Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Northwest Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Northwest Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $100k 1.4k 72.34
2023-12-31 $94k 1.4k 68.81
2023-09-30 $81k 1.5k 54.91
2023-06-30 $83k 1.5k 56.66

More positions owned by Northwest Capital Management

Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Amazon (AMZN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Long Term Us (SCHQ)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Procter & Gamble Company (PG)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Northwest Capital Management

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