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Charles Schwab Corporation shares owned by Hickory Asset Management

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

Historical chart of Hickory Asset Management investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Hickory Asset Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.5M 17k 91.24
2025-03-31 $1.3M 17k 78.28
2024-12-31 $1.3M 18k 74.01

More positions owned by Hickory Asset Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)
Vanguard Specialized Funds Div App Etf (VIG)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Pimco Etf Tr Multisector Bd (PYLD)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Hickory Asset 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