Partners Capital Investment Group »

Charles Schwab Corporation shares owned by Partners Capital Investment Group

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Partners Capital Investment Group from 13F filings

Historical chart of Partners Capital Investment Group investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Charles Schwab Corporation by Partners Capital Investment Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $233k 3.4k 68.80
2018-09-30 $32M 655k 49.15
2018-06-30 $32M 632k 51.10
2018-03-31 $31M 589k 52.22
2017-12-31 $28M 540k 51.37

More positions owned by Partners Capital Investment Group

iShares Core S&P 500 ETF Core S&p500 Etf (IVV)
iShares MSCI Emerging Markets ex China ETF Etf - Equity (EMXC)
Vanguard Value ETF Value Etf (VTV)
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH)
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)
iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG)
Ssga Active Etf Tr blkstn gsosrln (SRLN)
SPDR S&P 500 ETF Trust Tr Unit (SPY)
Vanguard Total World Stock ETF Tt Wrld St Etf (VT)
iShares TIPS Bond ETF Tips Bd Etf (TIP)
iShares Currency Hedged MSCI EAFE ETF Hdg Msci Eafe (HEFA)
Vanguard Mun Bd Fd In mutual (VWSUX)
iShares 7-10 Year Treasury Bond ETF 7-10 Yr Trsy Bd (IEF)
iShares 0-5 Year TIPS Bond ETF 0-5 Yr Tips Etf (STIP)
Xtrackers MSCI Japan Hedged Equity ETF Xtrack Msci Japn (DBJP)

View all positions for Partners Capital Investment Group

Top funds holding Charles Schwab Corporation

Vanguard Group
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Harris Associates L.P
Alliancebernstein
Fisher Investments
Flossbach Von Storch
Bank of America Corporation
Norges Bank Investment Management
Citadel Advisors
Wellington Management Company
Bank of New York Mellon
Legal & General Group

View all funds holding Charles Schwab Corporation