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Charles Schwab Corporation shares owned by New Covenant Trust Company

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by New Covenant Trust Company from 13F filings

Historical chart of New Covenant Trust Company investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by New Covenant Trust Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by New Covenant Trust Company

Quarter filed Position value Share count Share price at filing
2026-06-30 $207k 2.2k 92.27
2024-03-31 $78k 1.1k 72.34

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Vanguard World Esg Us Stk Etf (ESGV)
Vanguard World Esg Intl Stk Etf (VSGX)
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Ishares Tr Esg Optimized (SUSA)
Alphabet Cap Stk Cl C (GOOG)

View all positions for New Covenant Trust Company

Top funds holding Charles Schwab Corporation

BlackRock
Vanguard Capital Management
Dodge & Cox
Jpmorgan Chase & Co
FMR
Geode Capital Management
Franklin Resources
Vanguard Portfolio Management
PRIMECAP Management Company
Harris Associates L.P
Norges Bank Investment Management
Fisher Investments
Artisan Partners Limited Partnership
Bank of America Corporation
Northern Trust

View all funds holding Charles Schwab Corporation