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Charles Schwab Corporation shares owned by Element Pointe Advisors

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Element Pointe Advisors from 13F filings

Historical chart of Element Pointe Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Element Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Element Pointe Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $946k 10k 93.98

More positions owned by Element Pointe Advisors

Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
J P Morgan Exchange Traded F Income Etf (JPIE)
Spdr Series Trust State Street Spd (XTN)
Ishares Tr Us Hlthcr Pr Etf (IHF)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Msci Japan Etf (EWJ)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 500 Grwt Etf (IVW)
World Gold Tr Spdr Gld Minis (GLDM)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Element Pointe Advisors

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