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Charles Schwab Corporation shares owned by Hershey Financial Advisers

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

Historical chart of Hershey Financial Advisers investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Hershey Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-06-30 $9.0k 122 73.69

More positions owned by Hershey Financial Advisers

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Carnival Corp Unit 99/99/9999 (CCL)
Vanguard World Inf Tech Etf (VGT)
Vanguard World Comm Srvc Etf (VOX)
Ishares Tr Morningstar Grwt (ILCG)
Trane Technologies SHS (TT)
Vanguard World Utilities Etf (VPU)
Vanguard World Energy Etf (VDE)
Vanguard World Financials Etf (VFH)
Vanguard World Industrial Etf (VIS)
Vanguard World Materials Etf (VAW)
Vanguard World Consum Stp Etf (VDC)

View all positions for Hershey Financial Advisers

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
Vanguard Group
BlackRock
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
Morgan Stanley
Bank of America Corporation
Fisher Investments

View all funds holding Charles Schwab Corporation