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Charles Schwab Corporation shares owned by Calton & Associates

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Calton & Associates from 13F filings

Historical chart of Calton & Associates investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Calton & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Calton & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $310k 4.3k 72.34
2017-12-31 $27k 494 54.66

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Wisdomtree Tr Floatng Rat Trea (USFR)
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Vanguard World Financials Etf (VFH)
Apple (AAPL)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard World Mega Cap Index (MGC)
Vanguard World Health Car Etf (VHT)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Microsoft Corporation (MSFT)

View all positions for Calton & Associates

Top funds holding Charles Schwab Corporation

Vanguard Group
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Harris Associates L.P
Alliancebernstein
Fisher Investments
Flossbach Von Storch
Bank of America Corporation
Norges Bank Investment Management
Citadel Advisors
Wellington Management Company
Bank of New York Mellon
Legal & General Group

View all funds holding Charles Schwab Corporation