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Charles Schwab Corporation shares owned by McLean Asset Management Corp

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

Historical chart of McLean Asset Management Corp investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by McLean Asset Management Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by McLean Asset Management Corp

Quarter filed Position value Share count Share price at filing
2025-12-31 $212k 2.1k 101.92

More positions owned by McLean Asset Management Corp

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Equity Market (DFUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Apple (AAPL)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for McLean Asset Management Corp

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