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Charles Schwab Corporation shares owned by Nabity-Jensen Investment Management

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

Historical chart of Nabity-Jensen Investment Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Nabity-Jensen 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 Nabity-Jensen Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $720k 11k 64.81
2024-06-30 $818k 11k 73.69

More positions owned by Nabity-Jensen Investment Management

Vanguard Index Fds Value Etf (VTV)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Nabity-Jensen Investment Management

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