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Charles Schwab Corporation shares owned by Canandaigua National Trust Co of Florida

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Canandaigua National Trust Co of Florida from 13F filings

Historical chart of Canandaigua National Trust Co of Florida investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Canandaigua National Trust Co of Florida consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Canandaigua National Trust Co of Florida

Quarter filed Position value Share count Share price at filing
2024-09-30 $857k 13k 64.81

More positions owned by Canandaigua National Trust Co of Florida

Eli Lilly & Co. (LLY)
Spdr S&p 500 Etf (SPY)
iShares Russell 3000 Value Index (IUSV)
Sch Fnd Intl Lg Etf (FNDF)
SPDR DJ Wilshire Mid Cap Value (MDYV)
Microsoft Corporation (MSFT)
SPDR DJ Wilshire Large Cap Growth (SPYG)
SPDR DJ Wilshire Small Cap Value (SLYV)
Apple (AAPL)
Amazon (AMZN)
iShares MSCI EAFE Index Fund (EFA)
iShares S&P US Pref Stock Idx Fnd (PFF)
Vanguard Emerging Markets ETF (VWO)
Vanguard Small-Cap ETF (VB)
Pepsi (PEP)

View all positions for Canandaigua National Trust Co of Florida

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
Vanguard Group
BlackRock
Dodge & Cox
T. Rowe Price Associates
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Morgan Stanley
Harris Associates L.P
Franklin Resources
Fisher Investments
Bank of America Corporation
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

View all funds holding Charles Schwab Corporation