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Charles Schwab Corporation shares owned by Parcion Private Wealth

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

Historical chart of Parcion Private Wealth investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Parcion Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $535k 5.4k 99.91
2025-09-30 $507k 5.3k 95.50
2025-06-30 $418k 4.6k 91.21
2025-03-31 $434k 5.5k 78.29

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Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchange Traded Rba Indl Etf (AIRR)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr National Mun Etf (MUB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Coinbase Global Com Cl A (COIN)
NVIDIA Corporation (NVDA)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Apple (AAPL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares A I Inno (BAI)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Parcion Private Wealth

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