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Charles Schwab Corporation shares owned by Secure Asset Management

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

Historical chart of Secure Asset Management investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Secure Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 20k 72.34
2023-12-31 $1.2M 18k 68.80
2023-09-30 $1.0M 19k 54.90
2023-06-30 $1.1M 20k 56.68
2023-03-31 $995k 19k 52.38

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Nasdaq Bk Etf (FTXO)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Meta Platforms Cl A (META)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)

View all positions for Secure Asset Management

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Geode Capital Management
Morgan Stanley
Harris Associates L.P
Bank of America Corporation
Franklin Resources
Fisher Investments
Alliancebernstein
Flossbach Von Storch
Northern Trust

View all funds holding Charles Schwab Corporation