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Charles Schwab Corporation shares owned by Drucker Wealth 3.0

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Drucker Wealth 3.0 from 13F filings

Historical chart of Drucker Wealth 3.0 investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Drucker Wealth 3.0 consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Drucker Wealth 3.0

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 13k 95.47
2025-06-30 $1.6M 18k 92.32
2025-03-31 $2.2M 29k 78.28
2024-12-31 $2.8M 38k 74.01
2024-09-30 $2.6M 40k 64.81
2024-06-30 $2.9M 39k 73.69

More positions owned by Drucker Wealth 3.0

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Pacer Fds Tr Us Cash Cows 100 (COWZ)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Whitehall Fds Intl High Etf (VYMI)
JPMorgan Chase & Co. (JPM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)

View all positions for Drucker Wealth 3.0

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