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Charles Schwab Corporation shares owned by Meeder Advisory Services

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

Historical chart of Meeder Advisory Services investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Meeder Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $948k 14k 68.80
2023-09-30 $744k 14k 54.90
2023-06-30 $892k 16k 56.68
2023-03-31 $1.1M 21k 52.38
2022-12-31 $1.9M 23k 83.26

More positions owned by Meeder Advisory Services

Ishares Tr National Mun Etf (MUB)
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Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Meeder Advisory Services

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