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Charles Schwab Corporation shares owned by Demars Financial Group

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

Historical chart of Demars Financial Group investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Demars Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $616k 9.5k 64.81
2024-06-30 $696k 9.5k 73.69
2024-03-31 $684k 9.5k 72.34
2023-12-31 $565k 8.2k 68.80
2023-09-30 $445k 8.1k 54.90
2020-06-30 $20k 581 34.42

More positions owned by Demars Financial Group

Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Select Sector Spdr Tr Energy (XLE)
Apple (AAPL)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Hdg Msci Eafe (HEFA)
Chubb (CB)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Bwx Technologies (BWXT)
NVIDIA Corporation (NVDA)
Marathon Petroleum Corp (MPC)
Sprott Physical Gold & Silve Tr Unit (CEF)
Ea Series Trust Strive 1000 Grwt (STXG)

View all positions for Demars Financial Group

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