Atlanta Consulting Group Advisors »

Charles Schwab Corporation shares owned by Atlanta Consulting Group Advisors

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Atlanta Consulting Group Advisors from 13F filings

Historical chart of Atlanta Consulting Group Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Atlanta Consulting Group Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Charles Schwab Corporation by Atlanta Consulting Group Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.4M 16k 92.27

More positions owned by Atlanta Consulting Group Advisors

Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Alliance Resource Partners L Ut Ltd Part (ARLP)
Ishares Core Msci Emkt (IEMG)
2023 Etf Series Trust Eagl Cap Sel Etf (EAGL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
JPMorgan Chase & Co. (JPM)
Exxon Mobil Corporation (XOM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Exchange-traded Wcm Intl Equity (WCMI)
Microsoft Corporation (MSFT)
Procter & Gamble Company (PG)

View all positions for Atlanta Consulting Group Advisors

Top funds holding Charles Schwab Corporation

BlackRock
Vanguard Capital Management
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
T. Rowe Price Associates
FMR
Geode Capital Management
Franklin Resources
Vanguard Portfolio Management
PRIMECAP Management Company
Harris Associates L.P
Norges Bank Investment Management
Morgan Stanley
Fisher Investments

View all funds holding Charles Schwab Corporation