Florida Financial Advisors »

Charles Schwab Corporation shares owned by Florida Financial Advisors

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

Historical chart of Florida Financial Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Charles Schwab Corporation by Florida Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $373k 3.9k 95.48
2025-06-30 $309k 3.4k 91.26

More positions owned by Florida Financial Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Technology (XLK)
Vanguard World Mega Cap Index (MGC)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Meta Platforms Cl A (META)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)

View all positions for Florida Financial Advisors

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