Insight 2811 »

Charles Schwab Corporation shares owned by Insight 2811

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Insight 2811 from 13F filings

Historical chart of Insight 2811 investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Insight 2811 consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Charles Schwab Corporation by Insight 2811

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 14k 99.91
2021-06-30 $259k 3.6k 72.77
2021-03-31 $232k 3.6k 65.19
2020-12-31 $206k 3.9k 53.05

More positions owned by Insight 2811

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust State Street Spd (BIL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Rus Md Cp Gr Etf (IWP)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Insight 2811

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
PRIMECAP Management Company
Harris Associates L.P
Fisher Investments
Norges Bank Investment Management
Artisan Partners Limited Partnership
Northern Trust
Invesco

View all funds holding Charles Schwab Corporation