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49 Wealth Management »

Charles Schwab Corporation shares owned by 49 Wealth Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by 49 Wealth Management from 13F filings

Historical chart of 49 Wealth Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by 49 Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by 49 Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$251k	2.7k	93.98

More positions owned by 49 Wealth Management

Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)

Polen Dividend Income Etf Polen Dividend I (DIVZ)

Polen International Dividend Income Etf Polen Intl Div (IDVZ)

State Street Spdr Portfolio S&p 500 Etf State Street Spd (SPYM)

Rbb Fd Tr Pathfinder Disciplined Us Equity Etf Pathfinder Disc (PFDE)

Pathfinder Focused Opportunities Etf Pathfinder Fo (PFOE)

Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)

Vanguard Intermediate-term Bond Index Fund Etf Shares Intermed Term (BIV)

State Street Spdr Portfolio High Yield Bond Etf State Street Spd (SPHY)

Vanguard Ftse Developed Markets Index Fund Etf Shares Van Ftse Dev Mkt (VEA)

Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)

Janus Henderson Aaa Clo Etf Hendrson Aaa Cl (JAAA)

Vanguard Short-term Treasury Index Fund Etf Shares Short Term Treas (VGSH)

Vanguard Short Term Cor Bd Etf Shrt Trm Corp Bd (VCSH)

Dimensional Core Fixed Income Etf Core Fixed Incom (DFCF)

View all positions for 49 Wealth Management

Top funds holding Charles Schwab Corporation

Vanguard Capital Management

State Street Corporation

Geode Capital Management

Franklin Resources

Vanguard Portfolio Management

PRIMECAP Management Company

Fisher Investments

Harris Associates L.P

Artisan Partners Limited Partnership

View all funds holding Charles Schwab Corporation

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