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Charles Schwab Corporation shares owned by Islay Capital Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Islay Capital Management from 13F filings

Historical chart of Islay Capital Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Islay Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Islay Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $310k 4.8k 64.81
2024-06-30 $352k 4.8k 73.69
2024-03-31 $337k 4.7k 72.34

More positions owned by Islay Capital Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Jpmorgan Usd Emg (EMB)
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
AmerisourceBergen (COR)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Islay Capital Management

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