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Charles Schwab Corporation shares owned by Proffitt & Goodson

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Proffitt & Goodson from 13F filings

Historical chart of Proffitt & Goodson investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Proffitt & Goodson consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Proffitt & Goodson

Quarter filed Position value Share count Share price at filing
2024-03-31 $919k 13k 72.34
2023-12-31 $918k 13k 68.80
2023-09-30 $733k 13k 54.90
2023-06-30 $754k 13k 56.68
2023-03-31 $399k 7.6k 52.38

More positions owned by Proffitt & Goodson

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Proffitt & Goodson

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