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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
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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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Vanguard World Fds Health Car Etf (VHT)
Costco Wholesale Corporation (COST)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Select Sector Spdr Tr Financial (XLF)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Invictus Private Wealth

Top funds holding Charles Schwab Corporation

Vanguard Group
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Harris Associates L.P
Alliancebernstein
Fisher Investments
Flossbach Von Storch
Bank of America Corporation
Norges Bank Investment Management
Citadel Advisors
Wellington Management Company
Bank of New York Mellon
Legal & General Group

View all funds holding Charles Schwab Corporation