MONECO Advisors »

Charles Schwab Corporation shares owned by MONECO Advisors

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

Historical chart of MONECO Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Charles Schwab Corporation by MONECO Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $233k 3.2k 72.34
2023-12-31 $228k 3.3k 68.80
2022-12-31 $220k 2.6k 83.26
2022-03-31 $222k 2.6k 84.38
2021-12-31 $232k 2.6k 88.72

More positions owned by MONECO Advisors

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 100 Etf (OEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Amazon (AMZN)
Johnson & Johnson (JNJ)
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Ser Tr S&p Divid Etf (SDY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)

View all positions for MONECO Advisors

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