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Charles Schwab Corporation shares owned by Financial Advisory Partners

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

Historical chart of Financial Advisory Partners investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Financial Advisory Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.2M 34k 93.98

More positions owned by Financial Advisory Partners

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Series Trust State Street Spd (SPHY)
Broadcom (AVGO)
Spdr Index Shs Fds State Street Spd (SPDW)
Vanguard World Inf Tech Etf (VGT)
Wal-Mart Stores (WMT)
Vanguard World Consum Stp Etf (VDC)
Parker-Hannifin Corporation (PH)
Apple (AAPL)

View all positions for Financial Advisory Partners

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Vanguard Capital Management
Dodge & Cox
State Street Corporation
Geode Capital Management
FMR
Franklin Resources
Vanguard Portfolio Management
PRIMECAP Management Company
Fisher Investments
Morgan Stanley
Harris Associates L.P
Artisan Partners Limited Partnership
Invesco

View all funds holding Charles Schwab Corporation