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Charles Schwab Corporation shares owned by 3Chopt Investment Partners

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by 3Chopt Investment Partners from 13F filings

Historical chart of 3Chopt Investment Partners investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by 3Chopt Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by 3Chopt Investment Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3M 34k 68.80
2023-09-30 $2.1M 38k 54.90
2023-06-30 $2.2M 38k 56.68
2023-03-31 $1.9M 35k 52.38
2022-12-31 $2.7M 32k 83.26

More positions owned by 3Chopt Investment Partners

Vanguard S&P 500 ETF Etf (VOO)
Vanguard Small Cap ETF Etf (VB)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Alphabet Inc. Class C Common Stock (GOOG)
Berkshire Hathaway Class B Common Stock (BRK.B)
Microsoft Common Stock (MSFT)
NVR Common Stock (NVR)
McKesson Corp Common Stock (MCK)
Merck & Co Common Stock (MRK)
Broadcom Common Stock (AVGO)
Arch Cap Group LTD F Common Stock (ACGL)
Vanguard Small Cap Value ETF Etf (VBR)
Cisco Systems Common Stock (CSCO)
Meta Platforms Inc Class A Common Stock (META)

View all positions for 3Chopt Investment Partners

Top funds holding Charles Schwab Corporation

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

View all funds holding Charles Schwab Corporation