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Charles Schwab Corporation shares owned by Fundamentun

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

Historical chart of Fundamentun investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Fundamentun

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 39k 64.81
2024-06-30 $2.7M 36k 73.69
2021-09-30 $452k 6.2k 72.79
2019-12-31 $624k 13k 47.60
2019-09-30 $425k 10k 41.81
2019-06-30 $354k 8.8k 40.15

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Alps Etf Tr Smith Core Plus (SMTH)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
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Ishares Tr Investment Grade (IGEB)
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Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Intl Aggr (IAGG)

View all positions for Fundamentun

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
BlackRock
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Harris Associates L.P
Franklin Resources
Bank of America Corporation
Fisher Investments
Artisan Partners Limited Partnership
Invesco
Northern Trust
Flossbach Von Storch

View all funds holding Charles Schwab Corporation