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Charles Schwab Corporation shares owned by BWM Planning

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

Historical chart of BWM Planning investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by BWM Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $256k 2.8k 92.27

More positions owned by BWM Planning

Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis All Int (AVNM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ea Series Trust Us Quan Value (QVAL)
Ea Series Trust Us Quan Momentum (QMOM)
Dimensional Etf Trust Core Fixe In Etf (DFCF)
Apple (AAPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Proshares Tr Sp500 Ex Enrgy (SPXE)
Ea Series Trust Alpha Architect (HIDE)
Ishares Tr Core S&p500 Etf (IVV)
Tidal Trust Ii Return Stckd Us (RSST)

View all positions for BWM Planning

Top funds holding Charles Schwab Corporation

BlackRock
Vanguard Capital Management
Dodge & Cox
State Street Corporation
Larry Mathis Financial Planning
T. Rowe Price Associates
Geode Capital Management
FMR
Franklin Resources
Vanguard Portfolio Management
PRIMECAP Management Company
Morgan Stanley
Fisher Investments
Harris Associates L.P
Artisan Partners Limited Partnership

View all funds holding Charles Schwab Corporation