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Charles Schwab Corporation shares owned by M.e. Allison & Co

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by M.e. Allison & Co from 13F filings

Historical chart of M.e. Allison & Co investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by M.e. Allison & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by M.e. Allison & Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $201k 2.0k 99.89

More positions owned by M.e. Allison & Co

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Broadcom (AVGO)
Bloom Energy Corp Com Cl A (BE)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Norwegian Cruise Line Hldg L SHS (NCLH)
At&t (T)
Amazon (AMZN)

View all positions for M.e. Allison & Co

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
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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