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Charles Schwab Corporation shares owned by Aventus Investment Advisors

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

Historical chart of Aventus Investment Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Charles Schwab Corporation by Aventus Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $32k 330 95.47
2025-06-30 $30k 330 91.24

More positions owned by Aventus Investment Advisors

Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Growth Etf Etf (EFG)
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Vanguard Short-term Treasury Etf Etf (VGSH)
Financial Select Sector Spdr Fund Etf (XLF)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)
Schwab Short-term Us Treasury Etf Etf (SCHO)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Health Care Select Sector Spdr Fund Etf (XLV)
Ishares Core High Dividend Etf Etf (HDV)
Vanguard Growth Etf Etf (VUG)
Amazon Stock (AMZN)

View all positions for Aventus Investment 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