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Charles Schwab Corporation shares owned by Brooklyn FI

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Brooklyn FI from 13F filings

Historical chart of Brooklyn FI investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Brooklyn FI consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Brooklyn FI

Quarter filed Position value Share count Share price at filing
2025-09-30 $224k 2.3k 95.47
2025-06-30 $214k 2.3k 91.24

More positions owned by Brooklyn FI

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Global Reit Etf (REET)
Ishares Core Msci Emkt (IEMG)

View all positions for Brooklyn FI

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