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Charles Schwab Corporation shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $357k 5.5k 64.81
2024-03-31 $469k 6.5k 72.35
2023-12-31 $410k 6.0k 68.80
2022-09-30 $118k 1.6k 71.95

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View all positions for Icon Wealth Advisors

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