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Charles Schwab Corporation shares owned by Correct Capital Wealth Management

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

Historical chart of Correct Capital Wealth Management investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Correct Capital 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 Correct Capital Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.1M 29k 73.69
2024-03-31 $1.9M 26k 72.34
2023-12-31 $1.5M 21k 68.80

More positions owned by Correct Capital Wealth Management

Jpmorgan Active Growth Etf Etf (JGRO)
Ishares Core Dividend Growth Etf Etf (DGRO)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis International Equity Etf Etf (AVDE)
Fidelity Total Bond Etf Etf (FBND)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Pgim Ultra Short Bond Etf Etf (PULS)
Victoryshares Core Plus Intermediate Bond Etf Etf (UBND)
Core Scientific Stock (CORZ)
Victoryshares Free Cash Flow Etf Etf (VFLO)
Ishares High Yield Systematic Bond Etf Etf (HYDB)
Pgim Total Return Bond Etf Etf (PTRB)
Apple Stock (AAPL)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)

View all positions for Correct Capital Wealth Management

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
Vanguard Group
BlackRock
BlackRock
Dodge & Cox
T. Rowe Price Associates
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Harris Associates L.P
Franklin Resources
Morgan Stanley
Bank of America Corporation
Fisher Investments

View all funds holding Charles Schwab Corporation