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Charles Schwab Corporation shares owned by Consilio Wealth Advisors

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

Historical chart of Consilio Wealth Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Consilio 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 Consilio Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $201k 2.0k 99.91

More positions owned by Consilio Wealth Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Invesco Nasdaq 100 Etf Etf (QQQM)
Vanguard Total World Stock Etf Etf (VT)
Stip - Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Lqd - Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)
Cgdv - Capital Group Dividend Value Etf Etf (CGDV)
Vanguard Mid-cap Etf Etf (VO)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Qqq - Invesco Qqq Trust Series I Etf (QQQ)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Core S&p Mid-cap Etf Etf (IJH)

View all positions for Consilio Wealth Advisors

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Vanguard Capital Management
Dodge & Cox
State Street Corporation
Geode Capital Management
FMR
Franklin Resources
Vanguard Portfolio Management
PRIMECAP Management Company
Fisher Investments
Morgan Stanley
Harris Associates L.P
Artisan Partners Limited Partnership
Invesco

View all funds holding Charles Schwab Corporation