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Charles Schwab Corporation shares owned by AllSquare Wealth Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by AllSquare Wealth Management from 13F filings

Historical chart of AllSquare Wealth Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by AllSquare Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by AllSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $142k 1.6k 91.24
2025-03-31 $122k 1.6k 78.28
2024-12-31 $115k 1.6k 74.01
2024-09-30 $101k 1.6k 64.81
2024-06-30 $115k 1.6k 73.69
2024-03-31 $113k 1.6k 72.34
2023-12-31 $107k 1.6k 68.80
2023-09-30 $86k 1.6k 54.90
2023-06-30 $84k 1.6k 53.84
2023-03-31 $82k 1.6k 52.38
2022-12-31 $30k 359 83.26
2022-09-30 $26k 359 72.42
2022-06-30 $23k 359 64.07
2022-03-31 $30k 359 83.57
2021-12-31 $29k 350 82.86
2021-09-30 $25k 350 71.43
2021-06-30 $25k 350 71.43
2021-03-31 $23k 350 65.71
2020-12-31 $19k 350 54.29
2020-09-30 $13k 350 37.14
2020-06-30 $12k 350 34.29
2020-03-31 $12k 350 34.29
2019-12-31 $17k 350 48.57
2019-09-30 $15k 350 42.86
2019-06-30 $14k 350 40.00
2019-03-31 $15k 350 42.86
2018-12-31 $15k 350 42.86
2018-09-30 $17k 350 48.57
2018-06-30 $18k 350 51.43
2018-03-31 $18k 350 51.43
2017-12-31 $18k 350 51.43
2017-09-30 $15k 350 42.86
2017-06-30 $15k 350 42.86
2017-03-31 $14k 350 40.00
2016-12-31 $15k 373 40.21
2016-09-30 $16k 501 31.94
2016-06-30 $13k 501 25.95
2016-03-31 $14k 501 27.94

More positions owned by AllSquare Wealth Management

Vanguard Total Stk Mkt Etf (VTI)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Aam Low Duration Preferred And Income Securities Etf Etf (PFLD)
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)
Microsoft Stock (MSFT)
Apple Stock (AAPL)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Schwab Emerging Market Eq Etf Etf (SCHE)
Schwab International Equity Etf Etf (SCHF)
Jpmorgan Chase & Co Stock (JPM)
Powershares Qqq Tr Etf (QQQ)

View all positions for AllSquare Wealth Management

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