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Charles Schwab Corporation shares owned by DiMeo Schneider & Associates

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by DiMeo Schneider & Associates from 13F filings

Historical chart of DiMeo Schneider & Associates investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by DiMeo Schneider & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by DiMeo Schneider & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $229k 2.3k 99.91
2024-06-30 $270k 3.7k 73.69
2024-03-31 $264k 3.7k 72.34

More positions owned by DiMeo Schneider & Associates

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Aon Shs Cl A (AON)
Paccar (PCAR)
Diamondback Energy (FANG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Eafe Value Etf (EFV)

View all positions for DiMeo Schneider & Associates

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
PRIMECAP Management Company
Harris Associates L.P
Fisher Investments
Norges Bank Investment Management
Artisan Partners Limited Partnership
Northern Trust
Invesco

View all funds holding Charles Schwab Corporation