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Charles Schwab Corporation shares owned by Longview Financial Advisors

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

Historical chart of Longview Financial Advisors investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Longview Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $219k 2.3k 95.48
2025-06-30 $258k 2.8k 91.23
2025-03-31 $221k 2.8k 78.29
2024-12-31 $205k 2.8k 74.02

More positions owned by Longview Financial Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Apple (AAPL)

View all positions for Longview Financial Advisors

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