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Charles Schwab Corporation shares owned by Optimize Financial

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

Historical chart of Optimize Financial investment in Charles Schwab Corporation

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Quarterly reported holdings in Charles Schwab Corporation by Optimize Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $467k 4.9k 95.47

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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