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Charles Schwab Corporation shares owned by First Pacific Financial

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

Historical chart of First Pacific Financial investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by First Pacific Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.0k 125 72.34
2023-12-31 $8.6k 125 68.80
2023-09-30 $6.9k 125 54.90
2023-06-30 $7.1k 125 56.68

More positions owned by First Pacific Financial

Ishares Tr S&p 100 Etf (OEF)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Matthews Intl Fds Pacific Tiger Ac (ASIA)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Dimensional Etf Trust World Equity Etf (DFAW)
Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC)
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Matthews Intl Fds Emerging Markets (EMSF)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Microsoft Corporation (MSFT)

View all positions for First Pacific Financial

Top funds holding Charles Schwab Corporation

Vanguard Group
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Harris Associates L.P
Alliancebernstein
Fisher Investments
Flossbach Von Storch
Bank of America Corporation
Norges Bank Investment Management
Citadel Advisors
Wellington Management Company
Bank of New York Mellon
Legal & General Group

View all funds holding Charles Schwab Corporation