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Charles Schwab Corporation shares owned by CBIZ Investment Advisory Services

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

Historical chart of CBIZ Investment Advisory Services investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by CBIZ Investment 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 CBIZ Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $11k 170 65.06
2024-06-30 $13k 171 73.55
2024-03-31 $12k 171 72.20

More positions owned by CBIZ Investment Advisory Services

Vanguard Bd Index Fds Short Trm Bond (BND)
Vanguard Index Fds Total Stk Mkt (VTV)
Vanguard Index Fds Total Stk Mkt (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VO)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (RSP)
TransDigm Group Incorporated (TDG)
Vanguard Index Fds Total Stk Mkt (VB)
Vanguard Scottsdale Fds Vng Rus1000val (VCIT)
Ishares Tr Rus 1000 Grw Etf (HYG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Grw Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for CBIZ Investment Advisory Services

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
Vanguard Group
BlackRock
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
Morgan Stanley
Bank of America Corporation
Fisher Investments

View all funds holding Charles Schwab Corporation