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Charles Schwab Corporation shares owned by Consolidated Portfolio Review Corp

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Consolidated Portfolio Review Corp from 13F filings

Historical chart of Consolidated Portfolio Review Corp investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Consolidated Portfolio Review Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Consolidated Portfolio Review Corp

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 15k 72.34
2023-12-31 $1.0M 15k 68.80
2023-09-30 $1.1M 20k 54.90
2023-06-30 $1.1M 20k 56.68
2023-03-31 $993k 19k 52.38

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View all positions for Consolidated Portfolio Review Corp

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