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Charles Schwab Corporation shares owned by Founders Bank & Trust

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Founders Bank & Trust from 13F filings

Historical chart of Founders Bank & Trust investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Founders Bank & Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Founders Bank & Trust

Quarter filed Position value Share count Share price at filing
2014-12-31 $117k 3.9k 30.30
2014-09-30 $106k 3.6k 29.44
2014-06-30 $97k 3.6k 26.94
2014-03-31 $56k 2.1k 27.13
2013-12-31 $19k 813 23.37
2011-03-31 $34k 1.9k 17.89

More positions owned by Founders Bank & Trust

iShares S&P 500 Index (IVV)
PIMCO Enhanced Short Mat Str Fund ETF (MINT)
Spdr S&p 500 Etf (SPY)
Vanguard FTSE All-World ex-US ETF (VEU)
iShares Russell 1000 Value Index (IWD)
Vanguard Dividend Appreciation ETF (VIG)
Vanguard High Dividend Yield ETF (VYM)
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB)
SPDR S&P International Dividend (DWX)
Vanguard Europe Pacific ETF (VEA)
Vanguard Short Term Corporate Bond ETF (VCSH)
First Trust Morningstar Divid Ledr (FDL)
Ishares High Dividend Equity F (HDV)
iShares Dow Jones Select Dividend (DVY)
Pepsi (PEP)

View all positions for Founders Bank & Trust

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