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Charles Schwab Corporation shares owned by Keyvantage Wealth

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

Historical chart of Keyvantage Wealth investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Keyvantage Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $502k 5.3k 95.47
2025-06-30 $482k 5.3k 91.23
2025-03-31 $369k 4.7k 78.28

More positions owned by Keyvantage Wealth

Schwab International Equity Etf Etf (SCHF)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Jpmorgan Active Growth Etf Etf (JGRO)
Jpmorgan Active Value Etf Etf (JAVA)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Vanguard Mid-cap Etf Etf (VO)
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)
Schwab International Small-cap Equity Etf Etf (SCHC)
Jpmorgan Municipal Etf Etf (JMUB)
Vanguard Small-cap Etf Etf (VB)
Dimensional Us Small Cap Value Etf Etf (DFSV)

View all positions for Keyvantage Wealth

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
Morgan Stanley
Fisher Investments
Harris Associates L.P
PRIMECAP Management Company
Artisan Partners Limited Partnership
Massachusetts Financial Services
Northern Trust

View all funds holding Charles Schwab Corporation