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Charles Schwab Corporation shares owned by Meadow Creek Wealth Advisors

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

Historical chart of Meadow Creek Wealth Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Meadow Creek 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 Meadow Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $242k 2.7k 91.25

More positions owned by Meadow Creek Wealth Advisors

Ishares Tr Core S&p500 Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (IVV)
Coca Cola Company Common Stock (KO)
Sonoco Products Company Common Stock (SON)
Nvidia Corporation Common Stock (NVDA)
Microsoft Corporation Common Stock (MSFT)
Broadcom Incorporated Common Stock (AVGO)
Apple Incorporated Common Stock (AAPL)
Ft Vest Rising Dividend Achievers Target Exchange Traded Funds (Country Baskets/iShares) - Domestic (RDVI)
Jpmorgan Chase & Company. Common Stock (JPM)
Eli Lilly & Company Common Stock (LLY)
Walmart Incorporated Common Stock (WMT)
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Principal Spectrum Preferred Securities Active Etf Exchange Traded Funds (Country Baskets/iShares) -.. (PREF)
Amazon Com Incorporated Common Stock (AMZN)
Avantis U.s. Small Cap Value Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (AVUV)

View all positions for Meadow Creek 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
Fisher Investments
Harris Associates L.P
PRIMECAP Management Company
Artisan Partners Limited Partnership
Massachusetts Financial Services
Northern Trust
Viking Global Investors

View all funds holding Charles Schwab Corporation