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Charles Schwab Corporation shares owned by My Purposeful Wealth Corp.

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by My Purposeful Wealth Corp. from 13F filings

Historical chart of My Purposeful Wealth Corp. investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by My Purposeful Wealth Corp. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by My Purposeful Wealth Corp.

Quarter filed Position value Share count Share price at filing
2026-06-30 $221k 2.4k 92.27

More positions owned by My Purposeful Wealth Corp.

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Series Trust St Str P500val (SPYV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Core S&p Us Gwt (IUSG)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
Spdr Series Trust ST STR SP600SM C (SLYV)
Morgan Stanley Etf Trust Eato Vanc Bd Etf (EVTR)
Tapestry (TPR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for My Purposeful Wealth Corp.

Top funds holding Charles Schwab Corporation

BlackRock
Vanguard Capital Management
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
T. Rowe Price Associates
FMR
Geode Capital Management
Franklin Resources
Vanguard Portfolio Management
PRIMECAP Management Company
Harris Associates L.P
Norges Bank Investment Management
Morgan Stanley
Fisher Investments

View all funds holding Charles Schwab Corporation