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Charles Schwab Corporation shares owned by Invictus Private Wealth

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

Historical chart of Invictus Private Wealth investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Invictus Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $651k 10k 64.81
2024-06-30 $738k 10k 73.69
2024-03-31 $725k 10k 72.34
2023-12-31 $689k 10k 68.80
2023-09-30 $550k 10k 54.90
2023-06-30 $653k 12k 56.68

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NVIDIA Corporation (NVDA)

View all positions for Invictus Private Wealth

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
Vanguard Group
BlackRock
BlackRock
Dodge & Cox
T. Rowe Price Associates
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Harris Associates L.P
Franklin Resources
Morgan Stanley
Bank of America Corporation
Fisher Investments

View all funds holding Charles Schwab Corporation