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Charles Schwab Corporation shares owned by Pathway Financial Advisors

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

Historical chart of Pathway Financial Advisors investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Pathway Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $236k 2.5k 95.47
2018-06-30 $15k 293 51.19
2018-03-31 $15k 293 51.19
2017-12-31 $20k 393 50.89

More positions owned by Pathway Financial Advisors

Goldman Sachs Etf Tr Acces Treasury (GBIL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Msci Acwi Etf (ACWI)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Core Msci Emkt (IEMG)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Vanguard Instl Index Ultra-short Trea (VGUS)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr Global Mater Etf (MXI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Flexshares Tr Mornstar Upstr (GUNR)

View all positions for Pathway Financial Advisors

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