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Charles Schwab Corporation shares owned by AA Financial Advisors

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by AA Financial Advisors from 13F filings

Historical chart of AA Financial Advisors investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by AA Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by AA Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $216k 2.9k 74.00
2024-09-30 $214k 3.3k 64.82
2024-06-30 $265k 3.6k 73.69
2024-03-31 $291k 4.0k 72.34

More positions owned by AA Financial Advisors

Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for AA Financial Advisors

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
Vanguard Group
BlackRock
Dodge & Cox
T. Rowe Price Associates
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Harris Associates L.P
Franklin Resources
Morgan Stanley
Massachusetts Financial Services
Fisher Investments
Artisan Partners Limited Partnership
Norges Bank Investment Management

View all funds holding Charles Schwab Corporation