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Charles Schwab Corporation shares owned by Avise Financial Cooperative

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

Historical chart of Avise Financial Cooperative investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Avise Financial Cooperative

Quarter filed Position value Share count Share price at filing
2026-03-31 $924k 9.8k 93.98

More positions owned by Avise Financial Cooperative

Blackrock Etf Trust Ishares Us Carbo (LCTU)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Esg Awre Usd Etf (SUSC)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Esg Msci Kld 400 (DSI)
Apple (AAPL)
Ishares Tr Esg Msci Usa Etf (USXF)
Ishares Tr Gnma Bond Etf (GNMA)
Ishares Esg Awr Msci Em (ESGE)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
J P Morgan Exchange Traded F Mortgage Backed (JMTG)
Ishares Tr Esg Awr Msci Usa (EVUS)

View all positions for Avise Financial Cooperative

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Vanguard Capital Management
Dodge & Cox
State Street Corporation
Geode Capital Management
FMR
Franklin Resources
Vanguard Portfolio Management
PRIMECAP Management Company
Fisher Investments
Morgan Stanley
Harris Associates L.P
Artisan Partners Limited Partnership
Invesco

View all funds holding Charles Schwab Corporation