Monetary Solutions »

Charles Schwab Corporation shares owned by Monetary Solutions

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

Historical chart of Monetary Solutions investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Monetary Solutions 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 Monetary Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $10k 100 99.91

More positions owned by Monetary Solutions

Schwab Us Dividend Equity Etf Etf (SCHD)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares Floating Rate Bond Etf Etf (FLOT)
Schwab U.s. Small-cap Etf Etf (SCHA)
Apple Stock (AAPL)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Jpmorgan Chase & Co Stock (JPM)
State Street Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK)
Vanguard Mid-cap Value Etf Etf (VOE)
Vanguard Small Cap Value Etf Etf (VBR)
Schwab U.s. Large-cap Value Etf Etf (SCHV)
Invesco S&p Midcap Momentum Etf Etf (XMMO)
Abbvie Stock (ABBV)
Vanguard International High Dividend Yield Etf Etf (VYMI)

View all positions for Monetary Solutions

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
PRIMECAP Management Company
Harris Associates L.P
Fisher Investments
Norges Bank Investment Management
Artisan Partners Limited Partnership
Northern Trust
Invesco

View all funds holding Charles Schwab Corporation