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Charles Schwab Corporation shares owned by LongView Wealth Management

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

Historical chart of LongView Wealth Management investment in Charles Schwab Corporation

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $229k 3.5k 64.81
2024-06-30 $290k 3.9k 73.69
2024-03-31 $284k 3.9k 72.34
2023-12-31 $261k 3.9k 66.74

More positions owned by LongView Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Home Depot (HD)
Apple (AAPL)
Ishares Tr Morningstar Grwt (ILCG)
Genuine Parts Company (GPC)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Blackrock Ultra (ICSH)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Intl Qualty (IQLT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for LongView Wealth Management

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