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Charles Schwab Corporation shares owned by Martel Wealth Advisors

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

Historical chart of Martel Wealth Advisors investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Martel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $286k 3.0k 95.47
2025-06-30 $274k 3.0k 91.24
2025-03-31 $235k 3.0k 78.28
2024-12-31 $222k 3.0k 74.01

More positions owned by Martel Wealth Advisors

Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr National Mun Etf (MUB)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Martel Wealth 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