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Charles Schwab Corporation shares owned by Johanson Financial Advisors

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Johanson Financial Advisors from 13F filings

Historical chart of Johanson Financial Advisors investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Johanson Financial Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $237k 2.8k 84.25
2021-09-30 $204k 2.8k 72.68
2021-06-30 $202k 2.9k 70.60
2019-12-31 $3.9M 187k 21.03

More positions owned by Johanson Financial Advisors

Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Blackrock Ultra (ICSH)
UnitedHealth (UNH)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Mastercard Incorporated Cl A (MA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST)

View all positions for Johanson Financial Advisors

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
BlackRock
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Harris Associates L.P
Franklin Resources
Bank of America Corporation
Fisher Investments
Artisan Partners Limited Partnership
Invesco
Northern Trust
Flossbach Von Storch

View all funds holding Charles Schwab Corporation