Lederer & Associates Investment Counsel »

Charles Schwab Corporation shares owned by Lederer & Associates Investment Counsel

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Lederer & Associates Investment Counsel from 13F filings

Historical chart of Lederer & Associates Investment Counsel investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Lederer & Associates Investment Counsel consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Charles Schwab Corporation by Lederer & Associates Investment Counsel

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.6M 18k 92.27

More positions owned by Lederer & Associates Investment Counsel

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Inc Class A cs (GOOGL)
Amazon (AMZN)
Broadcom (AVGO)
Facebook Inc cl a (META)
Visa (V)
Cisco Systems (CSCO)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway (BRK.B)
Johnson & Johnson (JNJ)
Abbvie (ABBV)
Automatic Data Processing (ADP)
Corning Incorporated (GLW)

View all positions for Lederer & Associates Investment Counsel

Top funds holding Charles Schwab Corporation

BlackRock
Vanguard Capital Management
Dodge & Cox
State Street Corporation
Larry Mathis Financial Planning
T. Rowe Price Associates
Geode Capital Management
FMR
Franklin Resources
Vanguard Portfolio Management
PRIMECAP Management Company
Fisher Investments
Morgan Stanley
Harris Associates L.P
Artisan Partners Limited Partnership

View all funds holding Charles Schwab Corporation