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Charles Schwab Corporation shares owned by Okabena Investment Services

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

Historical chart of Okabena Investment Services investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Charles Schwab Corporation by Okabena Investment Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $764k 8.0k 95.47
2025-06-30 $1.1M 12k 91.24

More positions owned by Okabena Investment Services

Vanguard Total International Stock Etf Vg Tl Intl Stk F (VXUS)
Vanguard S&P 500 Etf S&p 500 Etf Shs (VOO)
Ishares Core S&P 500 Etf Core S&p500 Etf (IVV)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Ishares Msci Emerging Markets Etf Msci Emg Mkt Etf (EEM)
Target Corporation (TGT)
Spdr S&P 500 Etf Trust Tr Unit (SPY)
Dimensional Intern Core Eqt Mkt ETF Intl Core Eqt Mk (DFAI)
Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO)
Ishares Gold Trust Ishares New (IAU)
Vanguard Total World Stock Etf Tt Wrld St Etf (VT)
Apple (AAPL)
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)
Ishares National Muni Bond Etf National Mun Etf (MUB)

View all positions for Okabena Investment Services

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
Morgan Stanley
Fisher Investments
Harris Associates L.P
PRIMECAP Management Company
Artisan Partners Limited Partnership
Massachusetts Financial Services
Northern Trust

View all funds holding Charles Schwab Corporation