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Charles Schwab Corporation shares owned by Godfrey Financial Associates

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

Historical chart of Godfrey Financial Associates investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Godfrey Financial Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $68k 719 93.98

More positions owned by Godfrey Financial Associates

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core High Dv Etf (HDV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 0-5 Yr Tips Etf (STIP)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr S&p Mc 400gr Etf (IJK)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Godfrey Financial Associates

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