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SPDR Wells Fargo Prfd Stk ETF shares owned by Charles Schwab Investment Advisory

Quarter-by-quarter ownership of SPDR Wells Fargo Prfd Stk ETF (PSK) shares owned by Charles Schwab Investment Advisory from 13F filings

Historical chart of Charles Schwab Investment Advisory investment in SPDR Wells Fargo Prfd Stk ETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR Wells Fargo Prfd Stk ETF held by Charles Schwab Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Wells Fargo Prfd Stk ETF by Charles Schwab Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.3M 159k 33.52
2023-09-30 $4.6M 142k 32.46
2023-06-30 $4.8M 143k 33.47
2023-03-31 $4.8M 142k 33.96
2022-12-31 $5.0M 151k 32.82
2022-09-30 $3.1M 88k 34.86
2022-06-30 $2.6M 71k 35.85
2022-03-31 $3.3M 85k 39.01
2021-12-31 $3.3M 76k 42.91
2021-09-30 $3.5M 80k 43.46
2021-06-30 $3.9M 87k 44.87
2021-03-31 $4.1M 97k 42.30
2020-12-31 $4.7M 107k 44.37
2020-09-30 $5.3M 122k 43.47
2020-06-30 $5.6M 133k 41.83
2020-03-31 $58M 1.5M 39.19
2019-12-31 $53M 1.2M 44.12
2019-09-30 $55M 1.3M 44.16
2019-06-30 $57M 1.3M 43.21
2019-03-31 $61M 1.4M 42.68
2018-12-31 $59M 1.5M 39.56
2018-09-30 $56M 1.3M 42.63
2018-06-30 $63M 1.5M 43.47
2018-03-31 $63M 1.4M 43.45
2017-12-31 $55M 1.3M 44.04
2017-09-30 $49M 1.1M 44.70
2017-06-30 $41M 912k 44.97
2017-03-31 $32M 726k 43.96
2016-12-31 $22M 533k 41.95
2016-09-30 $18M 402k 45.48
2016-06-30 $31M 665k 46.08
2016-03-31 $18M 408k 45.07
2015-12-31 $11M 250k 44.68
2015-09-30 $7.2M 165k 43.80
2015-06-30 $5.9M 135k 43.39
2015-03-31 $1.4M 30k 44.98

More positions owned by Charles Schwab Investment Advisory

Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Schwab Strategic Tr Us Reit Etf (SCHH)

View all positions for Charles Schwab Investment Advisory

Top funds holding SPDR Wells Fargo Prfd Stk ETF

State of Wisconsin - Board of Commissioners of Public Lands
Wells Fargo & Company
Financial Counselors
Royal Bank of Canada
Putnam Fl Investment Management
Mariner Wealth Advisors
Park Avenue Securities
Barry Investment Advisors
Bank of America Corporation
Lido Advisors
UBS Group
Atlas Private Wealth Advisors
Hanson McClain Advisors
Charles Schwab Investment Advisory
Branch Banking & Trust Company

View all funds holding SPDR Wells Fargo Prfd Stk ETF