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Charles Schwab Corporation shares owned by Private Client Services

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Private Client Services from 13F filings

Historical chart of Private Client Services investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Private Client Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Private Client Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $284k 3.9k 72.34
2023-12-31 $281k 4.1k 68.81

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View all positions for Private Client Services

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