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Charles Schwab Corporation shares owned by Guerra Advisors

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

Historical chart of Guerra Advisors investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Guerra Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $23k 242 95.47

More positions owned by Guerra Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr U.s. Tech Etf (IYW)
Fidelity Covington Trust Msci Commntn Svc (FCOM)
Apple (AAPL)
Select Sector Spdr Tr Communication (XLC)
Vaneck Etf Trust Semiconductr Etf (SMH)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Select Sector Spdr Tr Financial (XLF)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Guerra Advisors

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