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Charles Schwab Corporation shares owned by Burling Wealth Partners

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

Historical chart of Burling Wealth Partners investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Burling Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $703k 7.0k 99.91
2025-09-30 $701k 7.3k 95.47
2025-06-30 $670k 7.3k 91.24
2025-03-31 $695k 8.9k 78.28

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View all positions for Burling Wealth Partners

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
PRIMECAP Management Company
Harris Associates L.P
Fisher Investments
Norges Bank Investment Management
Artisan Partners Limited Partnership
Northern Trust
Invesco

View all funds holding Charles Schwab Corporation