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Charles Schwab Corporation shares owned by Keating Wealth Management

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

Historical chart of Keating Wealth Management investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Keating Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $389k 5.4k 72.34
2023-12-31 $370k 5.4k 68.80

More positions owned by Keating Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Kilroy Realty Corporation (KRC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Alphabet Cap Stk Cl A (GOOGL)
Chevron Corporation (CVX)
Ishares Tr Core Msci Total (IXUS)
Workday Cl A (WDAY)

View all positions for Keating Wealth 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