Auxano Advisors »

Charles Schwab Corporation shares owned by Auxano Advisors

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

Historical chart of Auxano Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Auxano 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 Auxano Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $229k 2.4k 95.47
2025-06-30 $253k 2.8k 91.23
2025-03-31 $213k 2.7k 78.29
2024-12-31 $201k 2.7k 74.01

More positions owned by Auxano Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Sprott Asset Management Physical Gold Tr (PHYS)
Costco Wholesale Corporation (COST)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Rus Tp200 Gr Etf (IWY)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Tesla Motors (TSLA)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Eqt Etf (AVUS)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Sprott Etf Trust Gold Miners Etf (SGDM)

View all positions for Auxano Advisors

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