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Charles Schwab Corporation shares owned by LexAurum Advisors

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

Historical chart of LexAurum Advisors investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by LexAurum Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.1M 15k 74.01
2024-09-30 $873k 14k 64.81
2024-06-30 $895k 12k 73.69
2024-03-31 $742k 10k 72.34
2023-12-31 $706k 10k 68.80
2023-09-30 $571k 10k 54.90

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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
Harris Associates L.P
Franklin Resources
Morgan Stanley
Massachusetts Financial Services
Fisher Investments
Artisan Partners Limited Partnership
Norges Bank Investment Management

View all funds holding Charles Schwab Corporation