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Charles Schwab Corporation shares owned by Apexium Financial

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

Historical chart of Apexium Financial investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Apexium Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $277k 4.3k 64.81
2024-06-30 $335k 4.5k 73.69
2024-03-31 $322k 4.4k 72.34
2023-12-31 $419k 6.1k 68.80
2023-09-30 $216k 3.9k 54.90
2023-06-30 $210k 3.7k 56.68

More positions owned by Apexium Financial

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Advisor Managed Portfolios Soundwatch Hedgd (SHDG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr U.s. Tech Etf (IYW)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Apexium Financial

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