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Charles Schwab Corporation shares owned by Cedar Brook Financial Partners

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Cedar Brook Financial Partners from 13F filings

Historical chart of Cedar Brook Financial Partners investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Cedar Brook Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Cedar Brook Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $471k 6.5k 72.34
2023-12-31 $427k 6.5k 65.26
2023-09-30 $227k 4.1k 54.90
2023-06-30 $211k 3.7k 56.69

More positions owned by Cedar Brook Financial Partners

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Ishares Tr Global Tech Etf (IXN)

View all positions for Cedar Brook Financial Partners

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