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Charles Schwab Corporation shares owned by Goldstein Advisors

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

Historical chart of Goldstein Advisors investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Goldstein Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $638k 6.9k 92.27

More positions owned by Goldstein Advisors

Ishares Tr Core S&p Ttl Stk (ITOT)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Blackrock Etf Trust Isha In Ctry Etf (CORO)
J P Morgan Exchange Traded F Active Growth (JGRO)
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)
Victory Portfolios Ii Core Plus Bd Etf (UBND)
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF)
Pimco Etf Tr Active Bd Etf (BOND)
The Alger Etf Trust Ai Enablers Adop (ALAI)
Blackrock Etf Trust Isha Us Them Etf (THRO)
Blackrock Etf Trust Isha La Core Etf (BLCR)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
American Centy Etf Tr Diversified Mu (TAXF)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Global X Fds Defense Tech Etf (SHLD)

View all positions for Goldstein Advisors

Top funds holding Charles Schwab Corporation

BlackRock
Vanguard Capital Management
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
T. Rowe Price Associates
FMR
Geode Capital Management
Franklin Resources
Vanguard Portfolio Management
PRIMECAP Management Company
Harris Associates L.P
Norges Bank Investment Management
Morgan Stanley
Fisher Investments

View all funds holding Charles Schwab Corporation