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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
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

More positions owned by Nicolet Advisory Services

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Mid Cap Etf (VO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Procter & Gamble Company (PG)
Bank First National Corporation (BFC)
Ishares Tr National Mun Etf (MUB)
Jpmorgan Chase & Co Alerian Ml Etn (AMJ)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Long Term Treas (VGLT)

View all positions for Nicolet Advisory Services

Top funds holding Charles Schwab Corporation

Vanguard Group
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Harris Associates L.P
Alliancebernstein
Fisher Investments
Flossbach Von Storch
Bank of America Corporation
Norges Bank Investment Management
Citadel Advisors
Wellington Management Company
Bank of New York Mellon
Legal & General Group

View all funds holding Charles Schwab Corporation