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Charles Schwab Corporation shares owned by Fiduciary Financial Group

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Fiduciary Financial Group from 13F filings

Historical chart of Fiduciary Financial Group investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Fiduciary Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Fiduciary Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.3M 45k 95.47
2025-06-30 $4.3M 47k 91.17
2025-03-31 $3.7M 50k 73.85
2024-12-31 $3.7M 52k 72.77
2024-09-30 $3.6M 55k 64.90
2024-06-30 $3.7M 55k 67.43

More positions owned by Fiduciary Financial Group

Apple (AAPL)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Msci Ac Asia Etf (AAXJ)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Fiduciary Financial Group

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
Morgan Stanley
Fisher Investments
Harris Associates L.P
PRIMECAP Management Company
Artisan Partners Limited Partnership
Massachusetts Financial Services
Northern Trust

View all funds holding Charles Schwab Corporation