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Charles Schwab Corporation shares owned by DHK Financial Advisors

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

Historical chart of DHK Financial Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Charles Schwab Corporation by DHK Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $236k 2.6k 91.23
2025-03-31 $202k 2.6k 78.29

More positions owned by DHK Financial Advisors

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Spdr Gold Tr Gold Shs (GLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Vanguard World Utilities Etf (VPU)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust Portfolio S&p600 (SPSM)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Columbia Etf Tr Ii India Consmr Etf (INCO)

View all positions for DHK Financial Advisors

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
Morgan Stanley
Fisher Investments
Harris Associates L.P
PRIMECAP Management Company
Artisan Partners Limited Partnership
Massachusetts Financial Services
Northern Trust

View all funds holding Charles Schwab Corporation