Diversified Management »

Charles Schwab Corporation shares owned by Diversified Management

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

Historical chart of Diversified Management investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Charles Schwab Corporation by Diversified Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $953k 9.5k 99.91

More positions owned by Diversified Management

Rockwell Automation (ROK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Apple (AAPL)
Willscot Hldgs Corp Com Cl A (WSC)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Listed Fds Tr Horizon Kinetics (INFL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Amazon (AMZN)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Diversified Management

Top funds holding Charles Schwab Corporation

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

View all funds holding Charles Schwab Corporation