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Charles Schwab Corporation shares owned by Clearview Wealth Advisors

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

Historical chart of Clearview Wealth Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Charles Schwab Corporation by Clearview Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $344k 4.8k 72.34
2021-12-31 $12k 141 85.11
2021-09-30 $10k 141 70.92
2021-06-30 $9.0k 126 71.43
2021-03-31 $8.0k 126 63.49
2020-12-31 $7.0k 126 55.56

More positions owned by Clearview Wealth Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Esg Awr Msci Usa (ESGU)
Chevron Corporation (CVX)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Clearview Wealth Advisors

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Fisher Investments
Harris Associates L.P
Alliancebernstein
Bank of America Corporation
Flossbach Von Storch
Norges Bank Investment Management
Citadel Advisors
Wellington Management Company
Bank of New York Mellon

View all funds holding Charles Schwab Corporation