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Charles Schwab Corporation shares owned by Modus Advisors

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

Historical chart of Modus Advisors investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Modus Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Modus Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.8M 41k 68.80
2023-09-30 $629k 12k 54.90
2023-06-30 $524k 9.2k 56.68
2021-06-30 $3.0k 47 63.83
2020-06-30 $2.0k 47 42.55

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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