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Charles Schwab Corporation shares owned by Capital Asset Advisory Services

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Capital Asset Advisory Services from 13F filings

Historical chart of Capital Asset Advisory Services investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Capital Asset Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Capital Asset Advisory Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $202k 2.7k 74.46
2024-06-30 $290k 3.9k 74.53
2024-03-31 $235k 3.3k 71.88
2023-12-31 $256k 3.7k 68.81
2023-06-30 $222k 3.8k 58.52
2020-12-31 $72k 1.4k 53.06

More positions owned by Capital Asset Advisory Services

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Intl (IDEV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Gold Tr Ishares New (IAU)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Invesco Exch Traded Fd Tr Ii Purbta Msci Us (PBUS)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr TRS FLT RT BD (TFLO)

View all positions for Capital Asset Advisory Services

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