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Charles Schwab Corporation shares owned by 5T Wealth

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by 5T Wealth from 13F filings

Historical chart of 5T Wealth investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by 5T Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by 5T Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $634k 6.6k 95.49
2025-06-30 $605k 6.6k 91.26
2025-03-31 $519k 6.6k 78.29
2024-12-31 $491k 6.6k 74.02

More positions owned by 5T Wealth

Ishares Tr Core Total Usd (IUSB)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Capital Group Growth Etf Shs Creation Uni (CGGR)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 100 Etf (OEF)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Ishares Core Msci Emkt (IEMG)
Vanguard Whitehall Fds Intl High Etf (VYMI)

View all positions for 5T Wealth

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
Morgan Stanley
Fisher Investments
Harris Associates L.P
PRIMECAP Management Company
Artisan Partners Limited Partnership
Massachusetts Financial Services
Northern Trust

View all funds holding Charles Schwab Corporation