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Charles Schwab Corporation shares owned by Client 1st Advisory Group

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Client 1st Advisory Group from 13F filings

Historical chart of Client 1st Advisory Group investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Client 1st Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Client 1st Advisory Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $349k 4.7k 73.69
2024-03-31 $295k 4.1k 72.34

More positions owned by Client 1st Advisory Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Esg Awr Msci Usa (ESGU)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
Exxon Mobil Corporation (XOM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Client 1st Advisory Group

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