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Charles Schwab Corporation shares owned by ICONIQ Capital

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

Historical chart of ICONIQ Capital investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by ICONIQ Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $212k 3.3k 64.81

More positions owned by ICONIQ Capital

Procore Technologies (PCOR)
Blue Owl Capital Com Cl A (OWL)
Datadog Cl A Com (DDOG)
Gitlab Cl A Com (GTLB)
Ishares Tr Msci Acwi Etf (ACWI)
Shopify Cl A (SHOP)
Enfusion Cl A (ENFN)
Blackline (BL)
Braze Com Cl A (BRZE)
Broadcom (AVGO)
Asml Holding N V N Y Registry Shs (ASML)
Neumora Therapeutics (NMRA)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Fds Consum Stp Etf (VDC)

View all positions for ICONIQ Capital

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