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Charles Schwab Corporation shares owned by Collective Family Office

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

Historical chart of Collective Family Office investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Collective Family Office

Quarter filed Position value Share count Share price at filing
2024-03-31 $294k 4.1k 72.34
2023-12-31 $216k 3.1k 68.80
2023-06-30 $242k 4.3k 56.68
2023-03-31 $223k 4.3k 52.38

More positions owned by Collective Family Office

J P Morgan Exchange Traded F Municipal Etf (JMUB)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Pfd And Incm Sec (PFF)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Collective Family Office

Top funds holding Charles Schwab Corporation

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

View all funds holding Charles Schwab Corporation