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Charles Schwab Corporation shares owned by Kestra Investment Management

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

Historical chart of Kestra Investment Management investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Charles Schwab Corporation by Kestra Investment Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $26k 346 74.10
2024-09-30 $202k 3.1k 64.81

More positions owned by Kestra Investment Management

Ishares Tr Core S&p Us Vlu (IUSV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr 10+ Yr Invst Grd (IGLB)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Internatnal Val (DFIV)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr Eafe Grwth Etf (EFG)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Core Msci Emkt (IEMG)

View all positions for Kestra Investment Management

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
Vanguard Group
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
Bank of America Corporation
Fisher Investments
Artisan Partners Limited Partnership
Alliancebernstein

View all funds holding Charles Schwab Corporation