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Charles Schwab Corporation shares owned by Partnership Wealth Management

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

Historical chart of Partnership Wealth Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Partnership 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 Partnership Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $47k 650 72.34
2023-12-31 $41k 650 62.92

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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