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Charles Schwab Corporation shares owned by Mainsail Asset Management

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

Historical chart of Mainsail Asset Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Mainsail 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 Mainsail Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $224k 2.3k 95.47
2024-12-31 $202k 2.7k 74.00

More positions owned by Mainsail Asset Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Cintas Corporation (CTAS)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Ultra Short Dur (ICSH)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Apple (AAPL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Total Stk Mkt (VTI)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Palantir Technologies Cl A (PLTR)

View all positions for Mainsail Asset Management

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