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Charles Schwab Corporation shares owned by DecisionPoint Financial

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

Historical chart of DecisionPoint Financial investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by DecisionPoint Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8k 28 65.07
2024-06-30 $1.8k 28 65.21
2024-03-31 $2.1k 28 75.00
2023-12-31 $1.9k 28 68.82
2023-03-31 $4.5k 85 52.39

More positions owned by DecisionPoint Financial

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Home BancShares (HOMB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Dimensional Etf Trust Us Real Estate E (DFAR)
Microsoft Corporation (MSFT)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)

View all positions for DecisionPoint Financial

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