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Charles Schwab Corporation shares owned by Financial Management Professionals

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

Historical chart of Financial Management Professionals investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Financial Management Professionals

Quarter filed Position value Share count Share price at filing
2024-12-31 $195k 2.6k 74.01
2024-09-30 $177k 2.7k 64.72
2024-06-30 $234k 3.2k 73.84
2024-03-31 $249k 3.4k 72.26
2023-12-31 $197k 2.9k 68.86
2023-09-30 $141k 2.6k 54.86
2023-06-30 $146k 2.6k 56.81
2023-03-31 $169k 3.2k 52.27
2022-12-31 $377k 4.5k 83.19
2022-09-30 $310k 4.3k 71.81
2022-06-30 $145k 2.3k 63.07
2022-03-31 $189k 2.2k 84.11
2021-12-31 $167k 2.0k 84.00
2021-09-30 $114k 1.6k 72.89
2021-06-30 $114k 1.6k 72.89
2021-03-31 $102k 1.6k 65.22
2020-12-31 $83k 1.6k 53.07
2020-09-30 $42k 1.2k 35.90
2020-06-30 $44k 1.3k 33.85
2020-03-31 $44k 1.3k 33.85
2019-12-31 $35k 728 48.08
2019-09-30 $24k 571 42.03
2019-06-30 $23k 571 40.28
2019-03-31 $24k 571 42.03
2018-12-31 $24k 571 42.03
2018-09-30 $22k 450 48.89
2018-06-30 $23k 450 51.11
2018-03-31 $23k 450 51.11
2017-12-31 $23k 450 51.11
2017-09-30 $19k 450 42.22
2017-06-30 $19k 450 42.22
2017-03-31 $18k 450 40.00
2016-12-31 $17k 450 37.78
2016-09-30 $14k 450 31.11
2016-06-30 $11k 450 24.44
2016-03-31 $13k 450 28.89
2015-12-31 $14k 450 31.11
2015-09-30 $10k 360 27.78

More positions owned by Financial Management Professionals

Goldman Sachs Actvbeta US LRG ETF Etf (GSLC)
Schwab US Large Cap Growth ETF Etf (SCHG)
John Hancock Multifctr Mid CP ETF Etf (JHMM)
Dimensional Intern Core EQT MKT ETF Etf (DFAI)
Goldman Sachs Actvbt International Equity ETF Etf (GSIE)
Vanguard Total Bond Market ETF Etf (BND)
iShares Russell 1000 ETF IV Etf (IWB)
iShares MSCI USA Multifct ETF Etf (SMLF)
Vanguard S&P 500 ETF Etf (VOO)
JPMorgan Ultra Short Income ETF Etf (JPST)
Vanguard Value ETF Stock (VTV)
PIMCO 0-5 Year High YLD BND Idx ETF Etf (HYS)
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF Etf (BIL)
Fidelity High Yield Factor ETF Etf (FDHY)
Schwab US Large Cap ETF Etf (SCHX)

View all positions for Financial Management Professionals

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
Vanguard Group
BlackRock
Dodge & Cox
T. Rowe Price Associates
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Harris Associates L.P
Franklin Resources
Morgan Stanley
Massachusetts Financial Services
Fisher Investments
Artisan Partners Limited Partnership
Norges Bank Investment Management

View all funds holding Charles Schwab Corporation