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Charles Schwab Corporation shares owned by EPG Wealth Management

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

Historical chart of EPG Wealth Management investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by EPG 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 EPG Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 25k 72.34
2023-12-31 $1.6M 25k 62.71
2023-09-30 $1.3M 23k 54.90
2023-06-30 $1.1M 20k 56.68
2020-03-31 $9.0k 264 34.09
2019-12-31 $7.0k 138 50.72

More positions owned by EPG Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
JPMorgan Chase & Co. (JPM)
Select Sector Spdr Tr Technology (XLK)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for EPG 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