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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
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