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Charles Schwab Corporation shares owned by Morningstar Investment Management

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

Historical chart of Morningstar Investment Management investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Morningstar Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 16k 67.82
2024-06-30 $1.2M 16k 73.69
2024-03-31 $1.4M 19k 72.34

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Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
Vanguard Group
BlackRock
BlackRock
Dodge & Cox
T. Rowe Price Associates
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Harris Associates L.P
Franklin Resources
Morgan Stanley
Bank of America Corporation
Fisher Investments

View all funds holding Charles Schwab Corporation