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Charles Schwab Corporation shares owned by Bond & Devick Financial Network

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Bond & Devick Financial Network from 13F filings

Historical chart of Bond & Devick Financial Network investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Bond & Devick Financial Network consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Bond & Devick Financial Network

Quarter filed Position value Share count Share price at filing
2025-09-30 $243k 2.5k 95.48
2025-06-30 $231k 2.5k 91.25
2025-03-31 $243k 3.1k 78.29

More positions owned by Bond & Devick Financial Network

Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Ishares Tr Esg Aw Msci Eafe (ESGD)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Rus Tp200 Gr Etf (IWY)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Nordson Corporation (NDSN)
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Microsoft Corporation (MSFT)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Fidelity Merrimack Str Tr Sustainable Core (FSBD)

View all positions for Bond & Devick Financial Network

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