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Charles Schwab Corporation shares owned by Kiely Wealth Advisory Group

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

Historical chart of Kiely Wealth Advisory Group investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Kiely Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $416k 5.3k 78.13
2024-06-30 $334k 5.3k 62.66
2024-03-31 $402k 5.3k 75.41
2023-12-31 $343k 5.3k 64.33

More positions owned by Kiely Wealth Advisory Group

Wisdomtree Floating Ratetreasry Etf Etf (USFR)
Invsc S P 500 Equal Weight Etf Etf (RSP)
Vanguard Mid Cap Etf Etf (VO)
Ishares Treasury Floatngrate Bd Etf Etf (TFLO)
Vanguard S&p 500 Etf Etf (VOO)
Ishares High Yield Corporat Bond Etf Etf (SHYG)
Boston Scientific Corp Equity (BSV)
Vanguard Russell 2000 Etf Etf (VTWO)
Microsoft Corp Equity (MSFT)
Vanguard S&p 500 Value Etf Etf (VOOV)
Invsc Qqq Trust Srs 1 Etf Etf (QQQ)
Amazon.com Equity (AMZN)
Berkshire Hathaway Class B Equity (BRK.B)
Vanguard Mid Cap Value Etf Etf (VOE)
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Equity (TSM)

View all positions for Kiely Wealth Advisory Group

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