KCS Wealth Advisory »

Charles Schwab Corporation shares owned by KCS Wealth Advisory

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

Historical chart of KCS Wealth Advisory investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Charles Schwab Corporation by KCS Wealth Advisory

Quarter filed Position value Share count Share price at filing
2023-09-30 $414k 7.5k 54.90
2023-06-30 $434k 7.7k 56.68

More positions owned by KCS Wealth Advisory

Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Mbs Etf (MBB)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Alphabet Cap Stk Cl C (GOOG)
Novo-nordisk A S Adr (NVO)
Applied Materials (AMAT)
El Paso Energy Cap Tr I Pfd Cv Tr Sec 28 (EP.PC)
Comcast Corp Cl A (CMCSA)

View all positions for KCS Wealth Advisory

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