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Charles Schwab Corporation shares owned by Mason & Associates

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Mason & Associates from 13F filings

Historical chart of Mason & Associates investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Mason & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Mason & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $435k 6.0k 72.34
2023-12-31 $413k 6.0k 68.80
2023-09-30 $350k 6.4k 54.90
2023-06-30 $325k 5.7k 56.68

More positions owned by Mason & Associates

First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Dimensional Etf Trust Us Equity Etf (DFUS)
Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Specialized Funds Div App Etf (VIG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Agency Bond Etf (AGZ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vaneck Etf Trust Semiconductr Etf (SMH)
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)

View all positions for Mason & Associates

Top funds holding Charles Schwab Corporation

Vanguard Group
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Harris Associates L.P
Alliancebernstein
Fisher Investments
Flossbach Von Storch
Bank of America Corporation
Norges Bank Investment Management
Citadel Advisors
Wellington Management Company
Bank of New York Mellon
Legal & General Group

View all funds holding Charles Schwab Corporation