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Charles Schwab Corporation shares owned by Aprio Wealth Management

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

Historical chart of Aprio Wealth Management investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Aprio 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 Aprio Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $397k 4.2k 95.47
2025-06-30 $315k 3.5k 91.23
2025-03-31 $229k 2.9k 78.27
2024-03-31 $206k 2.8k 72.35

More positions owned by Aprio Wealth Management

Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Msci Emrg Chn (EMXC)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Pimco Etf Tr Multisector Bd (PYLD)
Proshares Tr DJ BRKFLD GLB (TOLZ)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alps Etf Tr Alerian Mlp (AMLP)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)

View all positions for Aprio 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