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Charles Schwab Corporation shares owned by Marion Wealth Management

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

Historical chart of Marion Wealth Management investment in Charles Schwab Corporation

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $317k 3.3k 95.47
2025-06-30 $294k 3.2k 91.23
2025-03-31 $221k 2.8k 78.27
2024-12-31 $206k 2.8k 74.02
2023-03-31 $236k 4.5k 52.38

More positions owned by Marion Wealth Management

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ubs Ag London Branch Etracs Aler Mlp (MLPB)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Wisdomtree Tr Us Midcap Divid (DON)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Apple (AAPL)
Ishares Tr Rus 2000 Val Etf (IWN)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Microsoft Corporation (MSFT)

View all positions for Marion Wealth 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