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Charles Schwab Corporation shares owned by Future Financial Wealth Managment

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

Historical chart of Future Financial Wealth Managment investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Future Financial Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-09-30 $32k 500 64.81
2024-03-31 $72k 1.0k 72.34

More positions owned by Future Financial Wealth Managment

Vanguard S&p 500 Etf Etf (VOO)
Invesco Nasdaq 100 Etf Etf (QQQM)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares Russell Top 200 Growth Etf Etf (IWY)
Procter And Gamble Stock (PG)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Vaneck Vectors MS Wide Moat Etf (MOAT)
T. Rowe Price U.s. Equity Research Etf Etf (TSPA)
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)
Vaneck Preferred Securities Ex Financials Etf Etf (PFXF)
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)
Apple Stock (AAPL)
Technology Select Sector Spdr Fund Etf (XLK)
Jpmorgan Ultra-short Income Etf Etf (JPST)

View all positions for Future Financial Wealth Managment

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