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Charles Schwab Corporation shares owned by Magellan Asset Management

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

Historical chart of Magellan Asset Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Magellan Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Magellan Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $182k 2.5k 72.34
2023-09-30 $156k 2.8k 54.90
2023-06-30 $161k 2.8k 56.68

More positions owned by Magellan Asset Management

Microsoft Corporation (MSFT)
Amazon (AMZN)
Intercontinental Exchange (ICE)
UnitedHealth (UNH)
Visa Com Cl A (V)
Mastercard Incorporated Cl A (MA)
Chipotle Mexican Grill (CMG)
Meta Platforms Cl A (META)
Yum! Brands (YUM)
Intuit (INTU)
Trane Technologies SHS (TT)
Colgate-Palmolive Company (CL)
Wec Energy Group (WEC)
Netflix (NFLX)
Hca Holdings (HCA)

View all positions for Magellan Asset 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