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Charles Schwab Corporation shares owned by Harwood Advisory

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

Historical chart of Harwood Advisory investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Harwood Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $99k 1.0k 95.50
2025-06-30 $95k 1.0k 91.26
2025-03-31 $77k 1.0k 74.01
2024-12-31 $77k 1.0k 74.01
2020-03-31 $9.5k 427 22.22

More positions owned by Harwood Advisory

Ishares Tr Msci Eafe Etf (EFA)
Vaneck Etf Trust Clo Etf (CLOI)
Vanguard World Mega Grwth Ind (MGK)
Select Sector Spdr Tr Technology (XLK)
Two Rds Shared Tr Anfield Unvl Etf (AFIF)
Ishares Msci Emrg Chn (EMXC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vaneck Etf Trust Aa Bb Clo Etf (CLOB)
First Tr Exchange-traded SHS (QQEW)
Pimco Etf Tr Active Bd Etf (BOND)
Select Sector Spdr Tr Communication (XLC)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr 3 7 Yr Treas Bd (IEI)

View all positions for Harwood Advisory

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