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Charles Schwab Corporation shares owned by Forefront Wealth Partners

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

Historical chart of Forefront Wealth Partners investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Forefront Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $499k 5.3k 93.98

More positions owned by Forefront Wealth Partners

Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Core S&p500 Etf (IVV)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p Us Vlu (IUSV)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Index Shs Fds State Street Spd (SPDW)

View all positions for Forefront Wealth 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