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Charles Schwab Corporation shares owned by Fullcircle Wealth

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

Historical chart of Fullcircle Wealth investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Fullcircle Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $806k 13k 64.08

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Goldman Sachs Etf Tr Acces Treasury (GBIL)
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Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Spdr Ser Tr Portfolio S&p500 (SPLG)
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Unilever Spon Adr New (UL)
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View all positions for Fullcircle Wealth

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
Massachusetts Financial Services
Morgan Stanley
Harris Associates L.P
Franklin Resources
Fisher Investments
Bank of America Corporation
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

View all funds holding Charles Schwab Corporation