71 West Capital Partners »

Charles Schwab Corporation shares owned by 71 West Capital Partners

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by 71 West Capital Partners from 13F filings

Historical chart of 71 West Capital Partners investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by 71 West Capital Partners 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 Charles Schwab Corporation by 71 West Capital Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $861k 9.2k 93.98

More positions owned by 71 West Capital Partners

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Value Etf (VTV)
Select Sector Spdr Tr State Street Tec (XLK)
Vanguard Index Fds Growth Etf (VUG)
Vanguard World Inf Tech Etf (VGT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Core Msci Eafe (IEFA)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)

View all positions for 71 West Capital Partners

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Vanguard Capital Management
Dodge & Cox
State Street Corporation
Geode Capital Management
FMR
Franklin Resources
Vanguard Portfolio Management
PRIMECAP Management Company
Fisher Investments
Morgan Stanley
Harris Associates L.P
Artisan Partners Limited Partnership
Invesco

View all funds holding Charles Schwab Corporation