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Charles Schwab Corporation shares owned by Gries Financial

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

Historical chart of Gries Financial investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Gries Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $496k 5.2k 95.47
2025-06-30 $362k 4.0k 91.24
2025-03-31 $209k 2.7k 78.28
2024-03-31 $332k 4.6k 72.34

More positions owned by Gries Financial

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
RBB Us Treas 3 Mnth (TBIL)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for Gries Financial

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
Morgan Stanley
Fisher Investments
Harris Associates L.P
PRIMECAP Management Company
Artisan Partners Limited Partnership
Massachusetts Financial Services
Northern Trust

View all funds holding Charles Schwab Corporation