Charles Schwab Investment Management »

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

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

Historical chart of Charles Schwab Investment Management 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 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 SPDR Wells Fargo Prfd Stk ETF by Charles Schwab Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.6M 109k 33.07
2025-06-30 $3.6M 113k 31.76
2025-03-31 $3.8M 118k 32.39
2024-12-31 $4.0M 122k 32.99
2024-09-30 $4.6M 130k 35.66
2024-06-30 $4.8M 140k 33.93

More positions owned by Charles Schwab Investment Management

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Broadcom (AVGO)
Schwab Strategic Tr Fundamental Us L (FNDX)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Tesla Motors (TSLA)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Fundamental Intl (FNDF)
Abbvie (ABBV)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)

View all positions for Charles Schwab Investment Management

Top funds holding SPDR Wells Fargo Prfd Stk ETF

Wells Fargo & Company
Morgan Stanley
Bank of New York Mellon
Royal Bank of Canada
State of Wisconsin - Board of Commissioners of Public Lands
CNO Financial
Envestnet Asset Management
Park Avenue Securities
LPL Financial
Sage Advisory Services
Raymond James Financial
Lido Advisors
UBS Group
Branch Banking & Trust Company
Long Run Wealth Advisors

View all funds holding SPDR Wells Fargo Prfd Stk ETF