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Charles Schwab Corporation shares owned by Colonial River Wealth Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Colonial River Wealth Management from 13F filings

Historical chart of Colonial River Wealth Management investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Colonial River Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $434k 4.5k 95.47
2025-06-30 $414k 4.4k 93.04
2025-03-31 $307k 3.9k 78.28

More positions owned by Colonial River Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
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Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Amazon (AMZN)
Meta Platforms Cl A (META)
Applovin Corp Com Cl A (APP)
Palantir Technologies Cl A (PLTR)
Invesco Actively Managed Exc Total Return (GTO)
Invesco Exch Traded Fd Tr Ii 500 Qvm Multi (QVML)
Tesla Motors (TSLA)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)

View all positions for Colonial River Wealth Management

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
Morgan Stanley
Fisher Investments
Harris Associates L.P
PRIMECAP Management Company
Artisan Partners Limited Partnership
Massachusetts Financial Services
Northern Trust

View all funds holding Charles Schwab Corporation