Napier Financial »

Charles Schwab Corporation shares owned by Napier Financial

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

Historical chart of Napier Financial investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Napier Financial 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 Napier Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $92 1 92.00
2026-03-31 $21k 223 93.98

More positions owned by Napier Financial

Ishares Russell MF Closed and MF Open (IWB)
Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (EFA)
Ishares 3-7yr MF Closed and MF Open (IEI)
Ishares Russell MF Closed and MF Open (IWD)
Vanguard Mid MF Closed and MF Open (VO)
First Trust MF Closed and MF Open (RDVY)
Ishares Msci MF Closed and MF Open (EEM)
Wisdomtree Floating MF Closed and MF Open (USFR)
State Street MF Closed and MF Open (SPY)
Vaneck Morningstar MF Closed and MF Open (MOAT)
Ishares Russell MF Closed and MF Open (IWF)
Vanguard Small MF Closed and MF Open (VB)
Vanguard Short MF Closed and MF Open (VCSH)
Vanguard Intermediate MF Closed and MF Open (VCIT)

View all positions for Napier Financial

Top funds holding Charles Schwab Corporation

BlackRock
Vanguard Capital Management
Dodge & Cox
State Street Corporation
Larry Mathis Financial Planning
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

View all funds holding Charles Schwab Corporation