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Charles Schwab Corporation shares owned by Colton Groome Financial Advisors

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Colton Groome Financial Advisors from 13F filings

Historical chart of Colton Groome Financial Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Charles Schwab Corporation by Colton Groome Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $760k 10k 73.69
2022-12-31 $329k 4.0k 83.27
2022-09-30 $209k 2.9k 71.85

More positions owned by Colton Groome Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Select Sector Spdr Tr Communication (XLC)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Indl (XLI)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Colton Groome Financial Advisors

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
Vanguard Group
BlackRock
Dodge & Cox
T. Rowe Price Associates
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Morgan Stanley
Harris Associates L.P
Franklin Resources
Fisher Investments
Bank of America Corporation
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

View all funds holding Charles Schwab Corporation