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Charles Schwab Corporation shares owned by Mayfair Advisory Group

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Mayfair Advisory Group from 13F filings

Historical chart of Mayfair Advisory Group investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Mayfair Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Mayfair Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $227k 2.2k 101.57

More positions owned by Mayfair Advisory Group

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Fidelity Covington Trust Enhanced Mid (FMDE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Fidelity Covington Trust Enhanced Small (FESM)
Vanguard World Mega Cap Val Etf (MGV)
Apple (AAPL)
Fidelity Covington Trust Enhanced Intl (FENI)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard World Mega Grwth Ind (MGK)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Mayfair Advisory Group

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
PRIMECAP Management Company
Harris Associates L.P
Fisher Investments
Norges Bank Investment Management
Artisan Partners Limited Partnership
Northern Trust
Invesco

View all funds holding Charles Schwab Corporation