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Charles Schwab Corporation shares owned by Redmont Wealth Advisors

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Redmont Wealth Advisors from 13F filings

Historical chart of Redmont Wealth Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Redmont Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Redmont Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $767k 11k 72.34
2023-12-31 $691k 10k 68.80
2023-09-30 $645k 12k 54.90
2023-06-30 $546k 9.6k 56.68
2023-03-31 $407k 7.8k 52.38

More positions owned by Redmont Wealth Advisors

Invesco S&p 500 Equal Weight Etf Etf (RSP)
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Ishares Preferred & Income Securities Etf Etf (PFF)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Avantis International Large Cap Value Etf Etf (AVIV)
Ishares Russell 2000 Value Etf Etf (IWN)
Capital Southwest Corp Cef (CSWC)
Ishares Select Dividend Etf Etf (DVY)
Invesco Qqq Trust Series I Etf (QQQ)
Superior Group Of Stock (SGC)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Encore Wire Corp Stock (WIRE)
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)
Jefferies Finl Group Stock (JEF)

View all positions for Redmont Wealth Advisors

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