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Charles Schwab Corporation shares owned by Mma Asset Management

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

Historical chart of Mma Asset Management investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Mma Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $96k 1.0k 95.47
2024-03-31 $72k 1.0k 72.34

More positions owned by Mma Asset Management

Ishares Tr S&p 500 Val Etf (IVE)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Portfolio MF Closed and MF Open (SPLG)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Core MF Closed and MF Open (IVV)
Spdr Gold Common Stock (GLD)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Sp Smcp600vl Etf (IJS)
Microsoft Corp Common Stock (MSFT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intermediate MF Closed and MF Open (VCIT)
Ishares Core Msci Emkt (IEMG)
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)
Ishares Tr Eafe Value Etf (EFV)
Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB)

View all positions for Mma Asset Management

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
Morgan Stanley
Fisher Investments
Harris Associates L.P
PRIMECAP Management Company
Artisan Partners Limited Partnership
Massachusetts Financial Services
Northern Trust

View all funds holding Charles Schwab Corporation