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Charles Schwab Corporation shares owned by Independence Wealth Advisors

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

Historical chart of Independence Wealth Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Independence 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 Independence Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $860k 8.6k 99.90

More positions owned by Independence Wealth Advisors

Simplify Exchange Traded Fun Managed Futures (CTA)
Select Sector Spdr Tr State Street Tec (XLK)
Spdr Gold Tr Gold Shs (GLD)
Spdr Series Trust State Street Spd (SPLG)
Select Sector Spdr Tr State Street Con (XLY)
Select Sector Spdr Tr State Street Hea (XLV)
Spdr Series Trust State Street Spd (SPTI)
Spdr Series Trust State Street Spd (SPTL)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Select Sector Spdr Tr State Street Con (XLP)
Select Sector Spdr Tr State Street Fin (XLF)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Ishares Tr Msci Emg Mkt Etf (EEM)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Independence Wealth Advisors

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
Fisher Investments
Harris Associates L.P
PRIMECAP Management Company
Artisan Partners Limited Partnership
Massachusetts Financial Services
Northern Trust
Viking Global Investors

View all funds holding Charles Schwab Corporation