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Charles Schwab Corporation shares owned by Gilpin Wealth Management

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

Historical chart of Gilpin Wealth Management investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Gilpin Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $205k 2.2k 93.98

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View all positions for Gilpin Wealth Management

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