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Charles Schwab Corporation shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $292k 4.5k 64.81
2024-06-30 $289k 3.9k 73.69
2024-03-31 $268k 3.7k 72.34
2023-12-31 $254k 3.7k 68.80
2023-06-30 $208k 3.7k 56.68

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 2000 Grw Etf (IWO)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Cassaday & Co Wealth Management

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
Harris Associates L.P
Franklin Resources
Bank of America Corporation
Fisher Investments
Artisan Partners Limited Partnership
Alliancebernstein

View all funds holding Charles Schwab Corporation