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Charles Schwab Corporation shares owned by Invenio Wealth Partners

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

Historical chart of Invenio Wealth Partners investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Charles Schwab Corporation by Invenio Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $247k 2.6k 95.47
2025-06-30 $224k 2.5k 91.24
2024-12-31 $203k 2.7k 74.01

More positions owned by Invenio Wealth Partners

Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Jpmorgan Municipal Etf Etf (JMUB)
Wisdomtree U.s. High Dividend Fund Etf (DHS)
Vanguard S&p 500 Etf Etf (VOO)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Core Bond Etf Etf (VCRB)
Ishares Msci Intl Value Factor Etf Etf (IVLU)
Pacer Trendpilot Us Mid Cap Etf Etf (PTMC)
Nyli Mackay Muni Intermediate Etf Etf (MMIT)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Wisdomtree Mortgage Plus Bond Fund Etf (MTGP)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)
Spdr S&p 500 Etf Trust Etf (SPY)
Nvidia Corporation Stock (NVDA)
Pacer Trendpilot Us Large Cap Etf Etf (PTLC)

View all positions for Invenio Wealth Partners

Top funds holding Charles Schwab Corporation

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

View all funds holding Charles Schwab Corporation