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Charles Schwab Corporation shares owned by Burton Enright Welch

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Burton Enright Welch from 13F filings

Historical chart of Burton Enright Welch investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Burton Enright Welch consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Burton Enright Welch

Quarter filed Position value Share count Share price at filing
2025-12-31 $214k 2.1k 99.91

More positions owned by Burton Enright Welch

Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Malvern Fds Core Bd Etf (VCRB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Us Real Estate E (DFAR)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Chevron Corporation (CVX)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)

View all positions for Burton Enright Welch

Top funds holding Charles Schwab Corporation

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

View all funds holding Charles Schwab Corporation