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Charles Schwab Corporation shares owned by Eagle Bluffs Wealth Management

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

Historical chart of Eagle Bluffs Wealth Management investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Eagle Bluffs Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 39k 64.81
2024-06-30 $2.8M 38k 73.69
2024-03-31 $2.8M 38k 72.34

More positions owned by Eagle Bluffs Wealth Management

Blackrock Tax Municpal Bd Tr SHS (BBN)
Ishares Tr Intl Sel Div Etf (IDV)
Ishares Msci Emrg Chn (EMXC)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Nuveen Build Amer Bd (NBB)
Nuveen Div. Advantage Muni. Fund (NAD)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Nuveen Insured Tax-Free Adv Munici (NEA)
Tortoise Energy Infrastructure closed end funds (TYG)
Kla Corp Com New (KLAC)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV)
Ecofin Sustainable And Socia Com Sh Ben Int (TEAF)
Netflix (NFLX)

View all positions for Eagle Bluffs Wealth Management

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