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Charles Schwab Corporation shares owned by LeConte Wealth Management

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

Historical chart of LeConte Wealth Management investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by LeConte 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 LeConte Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $210k 2.1k 99.91

More positions owned by LeConte Wealth Management

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Internl Divid (SCHY)
Invesco Advantage Mun Income Sh Ben Int (VKI)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Ishares Tr Broad Usd High (USHY)
Broadcom (AVGO)
Amazon (AMZN)

View all positions for LeConte Wealth Management

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
PRIMECAP Management Company
Harris Associates L.P
Fisher Investments
Norges Bank Investment Management
Artisan Partners Limited Partnership
Northern Trust
Invesco

View all funds holding Charles Schwab Corporation