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Charles Schwab Corporation shares owned by Benson Wealth Management

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

Historical chart of Benson Wealth Management investment in Charles Schwab Corporation

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

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.3k 35 93.97

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View all positions for Benson Wealth Management

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
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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