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Charles Schwab Corporation shares owned by James J. Burns & Company

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by James J. Burns & Company from 13F filings

Historical chart of James J. Burns & Company investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by James J. Burns & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by James J. Burns & Company

Quarter filed Position value Share count Share price at filing
2026-06-30 $266k 2.9k 92.27

More positions owned by James J. Burns & Company

Vanguard Index Fds Large Cap Etf (VV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Allspring Exchange Traded Fu Broad Market Cor (AFIX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Actv Fctr Smcp (AFSM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for James J. Burns & Company

Top funds holding Charles Schwab Corporation

BlackRock
Vanguard Capital Management
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
T. Rowe Price Associates
FMR
Geode Capital Management
Franklin Resources
Vanguard Portfolio Management
PRIMECAP Management Company
Harris Associates L.P
Norges Bank Investment Management
Morgan Stanley
Fisher Investments

View all funds holding Charles Schwab Corporation