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Charles Schwab Corporation shares owned by CFO4Life

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by CFO4Life from 13F filings

Historical chart of CFO4Life investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by CFO4Life consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by CFO4Life

Quarter filed Position value Share count Share price at filing
2024-09-30 $361k 5.6k 64.81
2024-06-30 $332k 4.5k 73.70
2024-03-31 $321k 4.4k 72.35
2020-03-31 $237k 7.1k 33.61

More positions owned by CFO4Life

Vanguard Index Fds S&p 500 Etf Shs (VOO)
United Parcel Service CL B (UPS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Ishares Tr Msci Usa Value (VLUE)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Microsoft Corporation (MSFT)
Wal-Mart Stores (WMT)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon (AMZN)
Home Depot (HD)

View all positions for CFO4Life

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