Eaton Financial Holdings Company »

Charles Schwab Corporation shares owned by Eaton Financial Holdings Company

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Eaton Financial Holdings Company from 13F filings

Historical chart of Eaton Financial Holdings Company investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Eaton Financial Holdings Company 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 Eaton Financial Holdings Company

Quarter filed Position value Share count Share price at filing
2026-03-31 $400k 4.3k 93.98
2025-12-31 $474k 4.7k 99.91
2025-09-30 $502k 5.3k 95.48
2025-06-30 $833k 9.1k 91.24

More positions owned by Eaton Financial Holdings Company

Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
Wisdomtree Tr Floatng Rat Trea (USFR)
T Rowe Price Etf Us Equity Resear (TSPA)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Apple (AAPL)
Select Sector Spdr Tr State Street Uti (XLU)
NVIDIA Corporation (NVDA)
Sprott Asset Management Physical Gold Tr (PHYS)
Alphabet Cap Stk Cl A (GOOGL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Meta Platforms Cl A (META)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Core S&p Us Vlu (IUSV)
Microsoft Corporation (MSFT)

View all positions for Eaton Financial Holdings Company

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Vanguard Capital Management
Dodge & Cox
State Street Corporation
Geode Capital Management
FMR
Franklin Resources
Vanguard Portfolio Management
PRIMECAP Management Company
Fisher Investments
Morgan Stanley
Harris Associates L.P
Artisan Partners Limited Partnership
Invesco

View all funds holding Charles Schwab Corporation