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Charles Schwab Corporation shares owned by Keystone Wealth Services

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

Historical chart of Keystone Wealth Services investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Charles Schwab Corporation by Keystone Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $228k 3.5k 64.81
2024-06-30 $254k 3.4k 73.70
2024-03-31 $248k 3.4k 72.35
2023-12-31 $236k 3.4k 68.79
2023-09-30 $242k 4.4k 54.91

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View all positions for Keystone Wealth Services

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