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Charles Schwab Corporation shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.2M 142k 64.80

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View all positions for Pensionmark Financial Group

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
Vanguard Group
BlackRock
BlackRock
Dodge & Cox
T. Rowe Price Associates
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Harris Associates L.P
Franklin Resources
Morgan Stanley
Bank of America Corporation
Fisher Investments

View all funds holding Charles Schwab Corporation