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Charles Schwab Corporation shares owned by Boston Mountain Money Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Boston Mountain Money Management from 13F filings

Historical chart of Boston Mountain Money Management investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Boston Mountain Money Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Boston Mountain Money Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $239k 3.7k 64.81
2024-06-30 $273k 3.7k 73.70

More positions owned by Boston Mountain Money Management

Ishares Tr Core S&p500 Etf (IVV)
Wal-Mart Stores (WMT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Total (IXUS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Shrt Nat Mun Etf (SUB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Boston Mountain Money Management

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