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Charles Schwab Corporation shares owned by Intercontinental Wealth Advisors

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

Historical chart of Intercontinental Wealth Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2023-06-30 $644k 11k 56.68
2023-03-31 $562k 11k 52.38
2020-09-30 $4.0k 90 44.44
2020-06-30 $4.0k 90 44.44
2020-03-31 $4.0k 90 44.44
2019-12-31 $1.0k 25 40.00
2019-09-30 $4.0k 90 44.44
2019-06-30 $4.0k 90 44.44
2019-03-31 $4.0k 90 44.44
2018-12-31 $4.0k 90 44.44

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View all positions for Intercontinental 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
Northern Trust
Viking Global Investors
Invesco

View all funds holding Charles Schwab Corporation