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Charles Schwab Corporation shares owned by Nicolet Advisory Services

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Nicolet Advisory Services from 13F filings

Historical chart of Nicolet Advisory Services investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Nicolet Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Nicolet Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 20k 63.40
2024-03-31 $1000k 14k 72.28
2023-09-30 $727k 14k 51.41
2023-06-30 $671k 12k 55.96
2023-03-31 $483k 9.8k 49.35
2022-12-31 $334k 4.0k 83.42

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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Procter & Gamble Company (PG)
Microsoft Corporation (MSFT)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)

View all positions for Nicolet Advisory Services

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
BlackRock
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Harris Associates L.P
Franklin Resources
Bank of America Corporation
Fisher Investments
Artisan Partners Limited Partnership
Invesco
Northern Trust
Flossbach Von Storch

View all funds holding Charles Schwab Corporation