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Charles Schwab Corporation shares owned by Deschutes Portfolio Strategy

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Deschutes Portfolio Strategy from 13F filings

Historical chart of Deschutes Portfolio Strategy investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Deschutes Portfolio Strategy

Quarter filed Position value Share count Share price at filing
2024-09-30 $963k 15k 64.81
2024-06-30 $895k 12k 73.69
2024-03-31 $908k 13k 72.34
2023-12-31 $863k 13k 68.80
2023-09-30 $608k 11k 54.90
2023-06-30 $632k 11k 56.68

More positions owned by Deschutes Portfolio Strategy

Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Microsoft Corporation (MSFT)
Ascendis Pharma A/s Sponsored Adr (ASND)
Bny Mellon Mun Bd Infrastruc Com Shs (DMB)
Destra Multi-alternative Common Shares (DMA)
Nexpoint Diversified Rel Et Com New (NXDT)
Morgan Stanley China A Share Fund (CAF)
Tortoise Energy Infrastructure closed end funds (TYG)
Taiwan Fund (TWN)
Ecofin Sustainable And Socia Com Sh Ben Int (TEAF)
Highland Global mf closed and mf open (HGLB)
Boulder Growth & Income Fund (STEW)
Amazon (AMZN)
Highland Opportunities Highland Income (HFRO)

View all positions for Deschutes Portfolio Strategy

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