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Charles Schwab Corporation shares owned by Chaney Capital Management

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

Historical chart of Chaney Capital Management investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Chaney Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 31k 64.81
2024-06-30 $2.1M 28k 73.69
2024-03-31 $1.5M 21k 72.34
2023-12-31 $1.3M 19k 68.80

More positions owned by Chaney Capital Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Charles Schwab Corporation (SCHW)
Owl Rock Capital Corporation (OBDC)
Brown & Brown (BRO)

View all positions for Chaney Capital 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
Morgan Stanley
Harris Associates L.P
Franklin Resources
Fisher Investments
Bank of America Corporation
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

View all funds holding Charles Schwab Corporation