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Charles Schwab Corporation shares owned by OneAscent Wealth Management

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

Historical chart of OneAscent Wealth Management investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Charles Schwab Corporation by OneAscent Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $453k 4.8k 93.98

More positions owned by OneAscent Wealth Management

Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Large (OALC)
Unified Ser Tr Oneascent Emgrg (OAEM)
Unified Ser Tr Oneascent Enhanc (OASC)
Strategy Eventide High Di (ELCV)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Victory Portfolios Ii Shares Free Cash (VFLO)
Vaneck Etf Trust Clo Etf (CLOI)
Ssga Active Tr State Street Bla (HYBL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Southern Company (SO)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Us Bancorp Com New (USB)
Ishares Tr Expanded Tech (IGV)

View all positions for OneAscent Wealth Management

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Vanguard Capital Management
Dodge & Cox
State Street Corporation
Geode Capital Management
FMR
Franklin Resources
Vanguard Portfolio Management
PRIMECAP Management Company
Fisher Investments
Morgan Stanley
Harris Associates L.P
Artisan Partners Limited Partnership
Invesco

View all funds holding Charles Schwab Corporation