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Charles Schwab Corporation shares owned by Panoramic Investment Advisors

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

Historical chart of Panoramic Investment Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Charles Schwab Corporation by Panoramic Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $935k 13k 74.01
2024-09-30 $795k 12k 64.81
2024-03-31 $983k 14k 72.34
2023-12-31 $958k 14k 68.80
2023-09-30 $764k 14k 54.90

More positions owned by Panoramic Investment Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Panoramic Investment Advisors

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
Vanguard Group
BlackRock
Dodge & Cox
T. Rowe Price Associates
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Harris Associates L.P
Franklin Resources
Bank of America Corporation
Fisher Investments
Artisan Partners Limited Partnership
Alliancebernstein

View all funds holding Charles Schwab Corporation