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Charles Schwab Corporation shares owned by Evolve Private Wealth

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

Historical chart of Evolve Private Wealth investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Evolve Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.1M 54k 93.98

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View all positions for Evolve Private Wealth

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Geode Capital Management
FMR
Franklin Resources
PRIMECAP Management Company
Harris Associates L.P
Fisher Investments
Norges Bank Investment Management
Artisan Partners Limited Partnership
Northern Trust
Invesco
Massachusetts Financial Services

View all funds holding Charles Schwab Corporation