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Charles Schwab Corporation shares owned by Patton Fund Management

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

Historical chart of Patton Fund Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Patton Fund Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Patton Fund Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $263k 2.8k 95.47
2025-06-30 $251k 2.8k 91.24
2024-06-30 $5.0M 67k 73.69
2022-12-31 $210k 2.5k 83.20

More positions owned by Patton Fund Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus Mid Cap Etf (IWR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust Dj Reit Etf (RWR)
Ishares Gold Tr Ishares New (IAU)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Micron Technology (MU)
Fox Corp Cl A Com (FOXA)
W.R. Berkley Corporation (WRB)

View all positions for Patton Fund Management

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