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Charles Schwab Corporation shares owned by Accredited Investors

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

Historical chart of Accredited Investors investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Accredited Investors

Quarter filed Position value Share count Share price at filing
2025-09-30 $710k 7.4k 95.47
2025-06-30 $659k 7.2k 91.24

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American Centy Etf Tr Intl Smcp Vlu (AVDV)
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View all positions for Accredited Investors

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