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Charles Schwab Corporation shares owned by Advisor OS

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

Historical chart of Advisor OS investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Advisor OS

Quarter filed Position value Share count Share price at filing
2023-12-31 $239k 3.5k 68.80
2023-09-30 $657k 12k 54.90
2023-06-30 $584k 10k 56.68
2021-06-30 $204k 2.8k 73.03

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Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Northrop Grumman Corporation (NOC)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Equity Premium (JEPI)
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Advisor OS

Top funds holding Charles Schwab Corporation

Vanguard Group
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Harris Associates L.P
Alliancebernstein
Fisher Investments
Flossbach Von Storch
Bank of America Corporation
Norges Bank Investment Management
Citadel Advisors
Wellington Management Company
Bank of New York Mellon
Legal & General Group

View all funds holding Charles Schwab Corporation