EPG Wealth Management »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Charles Schwab Corporation by EPG Wealth Management

Quarter filed Position value Share count Share price at filing
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)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Msci Intl Qualty (IQLT)
NVIDIA Corporation (NVDA)
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)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Select Sector Spdr Tr Technology (XLK)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for EPG Wealth Management

Top funds holding Charles Schwab Corporation

Vanguard Group
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Harris Associates L.P
Alliancebernstein
Fisher Investments
Flossbach Von Storch
Bank of America Corporation
Norges Bank Investment Management
Citadel Advisors
Wellington Management Company
Bank of New York Mellon
Legal & General Group

View all funds holding Charles Schwab Corporation