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Charles Schwab Corporation shares owned by Facet Wealth

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

Historical chart of Facet Wealth investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Facet Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $350k 3.4k 103.47

More positions owned by Facet Wealth

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr National Mun Etf (MUB)
Ishares Msci Emrg Chn (EMXC)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Series Trust State Street Spd (SPMD)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Facet Wealth

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
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

View all funds holding Charles Schwab Corporation