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Charles Schwab Corporation shares owned by OneAscent Financial Services

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

Historical chart of OneAscent Financial Services investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by OneAscent Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $414k 4.1k 99.90
2025-09-30 $206k 2.2k 95.48

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Unified Ser Tr Oneascent Large (OALC)
Unified Ser Tr Oneascent Enhanc (OASC)
Unified Ser Tr Oneascent Emgrg (OAEM)
Strategy Eventide High Di (ELCV)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
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Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for OneAscent Financial Services

Top funds holding Charles Schwab Corporation

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

View all funds holding Charles Schwab Corporation