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Charles Schwab Corporation shares owned by Abound Financial

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

Historical chart of Abound Financial investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Abound Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $117k 1.2k 99.88
2025-03-31 $92k 1.2k 78.26

More positions owned by Abound Financial

Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPSM)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Spdr Series Trust State Street Spd (SPTM)
Spdr Series Trust State Street Spd (SPYV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPYM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Series Trust State Street Spd (SPTI)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Spdr Series Trust State Street Spd (SPMD)
Spdr Series Trust State Street Spd (SPMB)
Spdr Series Trust State Street Spd (SPIB)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr Series Trust State Street Spd (SLYG)

View all positions for Abound Financial

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
PRIMECAP Management Company
Harris Associates L.P
Fisher Investments
Norges Bank Investment Management
Artisan Partners Limited Partnership
Northern Trust
Invesco

View all funds holding Charles Schwab Corporation