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Charles Schwab Corporation shares owned by Caliber Wealth Management, Llc / Ks

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Caliber Wealth Management, Llc / Ks from 13F filings

Historical chart of Caliber Wealth Management, Llc / Ks investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Caliber Wealth Management, Llc / Ks consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Caliber Wealth Management, Llc / Ks

Quarter filed Position value Share count Share price at filing
2025-06-30 $264k 2.9k 91.25

More positions owned by Caliber Wealth Management, Llc / Ks

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Innovator Etfs Trust Equity Defined P (ZMAR)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Silver Tr Ishares (SLV)
Select Sector Spdr Tr Technology (XLK)

View all positions for Caliber Wealth Management, Llc / Ks

Top funds holding Charles Schwab Corporation

Vanguard Group
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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