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Charles Schwab Corporation shares owned by Alan Leist III

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Alan Leist III from 13F filings

Historical chart of Alan Leist III investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Alan Leist III consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Alan Leist III

Quarter filed Position value Share count Share price at filing
2024-06-30 $456k 6.2k 73.69

More positions owned by Alan Leist III

Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Intrm Gov Cr Etf (GVI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Emng Mkts Eqt (EMGF)
World Gold Tr Spdr Gld Minis (GLDM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Wellington Us Momentum (VFMO)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Dimensional Etf Trust Internatnal Val (DFIV)
Spdr Ser Tr S&p Biotech (XBI)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)

View all positions for Alan Leist III

Top funds holding Charles Schwab Corporation

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

View all funds holding Charles Schwab Corporation