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Charles Schwab Corporation shares owned by Bernardo Wealth Planning

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

Historical chart of Bernardo Wealth Planning investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Bernardo Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $201k 2.8k 71.84
2024-06-30 $206k 2.8k 73.69
2024-03-31 $203k 2.8k 72.33

More positions owned by Bernardo Wealth Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Us Treas Bd Etf (GOVT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Bernardo Wealth Planning

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
Vanguard Group
BlackRock
BlackRock
Dodge & Cox
T. Rowe Price Associates
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Harris Associates L.P
Franklin Resources
Morgan Stanley
Bank of America Corporation
Fisher Investments

View all funds holding Charles Schwab Corporation