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Charles Schwab Corporation shares owned by Hemington Wealth Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Hemington Wealth Management from 13F filings

Historical chart of Hemington Wealth Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Hemington Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Hemington Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $176k 1.8k 95.29
2025-06-30 $157k 1.7k 90.80
2025-03-31 $114k 1.5k 77.76
2024-12-31 $101k 1.4k 73.72
2024-09-30 $88k 1.3k 70.06

More positions owned by Hemington Wealth Management

Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Dimensional Us (DXUV)
Dimensional Etf Trust Inflation Prote (DFIP)
Apple (AAPL)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Dimensional Intl (DXIV)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for Hemington Wealth Management

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