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Charles Schwab Corporation shares owned by Moran Wealth Management

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

Historical chart of Moran Wealth Management investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Moran Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $300k 3.2k 93.98

More positions owned by Moran Wealth Management

Broadcom (AVGO)
Parker-Hannifin Corporation (PH)
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Howmet Aerospace (HWM)
Microsoft Corporation (MSFT)
Caterpillar (CAT)
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Ameriprise Financial (AMP)
At&t (T)
Zoetis Cl A (ZTS)
Cadence Design Systems (CDNS)

View all positions for Moran Wealth Management

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Vanguard Capital Management
Dodge & Cox
State Street Corporation
Geode Capital Management
FMR
Franklin Resources
Vanguard Portfolio Management
PRIMECAP Management Company
Fisher Investments
Morgan Stanley
Harris Associates L.P
Artisan Partners Limited Partnership
Invesco

View all funds holding Charles Schwab Corporation