Steele Capital Management »

Charles Schwab Corporation shares owned by Steele Capital Management

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

Historical chart of Steele Capital Management investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Charles Schwab Corporation by Steele Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $213k 2.9k 72.35
2023-12-31 $202k 2.9k 68.81

More positions owned by Steele Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Morningstar Valu (ILCV)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Steele Capital Management

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Fisher Investments
Harris Associates L.P
Alliancebernstein
Bank of America Corporation
Flossbach Von Storch
Norges Bank Investment Management
Nuveen Asset Management
Citadel Advisors
Wellington Management Company

View all funds holding Charles Schwab Corporation