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Charles Schwab Corporation shares owned by Guidance Capital

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

Historical chart of Guidance Capital investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Guidance Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 14k 71.36
2024-06-30 $905k 14k 65.19
2024-03-31 $928k 13k 71.23

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Ultra Short-term (ICSH)
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Microsoft Corporation (MSFT)
Ishares Silver Tr Ishares (SLV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Guidance Capital

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
Vanguard Group
BlackRock
Dodge & Cox
T. Rowe Price Associates
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Harris Associates L.P
Franklin Resources
Bank of America Corporation
Fisher Investments
Artisan Partners Limited Partnership
Alliancebernstein

View all funds holding Charles Schwab Corporation