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Charles Schwab Corporation 5.95% Pfd pfd stk shares owned by Studio Investment Management

Quarter-by-quarter ownership of Charles Schwab Corporation 5.95% Pfd pfd stk (SCHW.PD) shares owned by Studio Investment Management from 13F filings

Historical chart of Studio Investment Management investment in Charles Schwab Corporation 5.95% Pfd pfd stk

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All positions including Charles Schwab Corporation 5.95% Pfd pfd stk held by Studio Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation 5.95% Pfd pfd stk by Studio Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $428 17 25.18
2024-06-30 $426 17 25.12

More positions owned by Studio Investment Management

Vanguard Short-Term Inflation-Protected ETF Vtip (VTIP)
Vanguard Value ETF VTV (VTV)
Vanguard Dividend Appreciation ETF Vig (VIG)
Vanguard Small-Cap Value ETF VBR (VBR)
DFA International Core Equity 2 ETF Dfic (DFIC)
Schwab Fundamental Intl Lg Co ETF FNDF (FNDF)
Berkshire Hathaway Inc Class B BRKB (BRK.B)
Vanguard Short-Term Corporate Bond ETF VCSH (VCSH)
Microsoft Corp MSFT (MSFT)
Alphabet Inc Class A Googl (GOOGL)
Apple Aapl (AAPL)
Nextera Energy Nee (NEE)
General Dynamics Corp GD (GD)
Procter & Gamble PG (PG)
Vanguard Short-Term Treasury ETF VGSH (VGSH)

View all positions for Studio Investment Management

Top funds holding Charles Schwab Corporation 5.95% Pfd pfd stk

Crossmark Global Holdings
Mengis Capital Management
Estabrook Capital Management
Eagle Bay Advisors
1620 Investment Advisors
Archer Investment Corp
Pnc Financial Services
ORG Partners
Studio Investment Management

View all funds holding Charles Schwab Corporation 5.95% Pfd pfd stk