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Charles Schwab Corporation shares owned by Investments & Financial Planning

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Investments & Financial Planning from 13F filings

Historical chart of Investments & Financial Planning investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Investments & Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Investments & Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $243k 2.5k 95.47
2025-06-30 $233k 2.5k 91.24

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View all positions for Investments & Financial Planning

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