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Charles Schwab Corporation shares owned by Perennial Investment Advisors

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

Historical chart of Perennial Investment Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Charles Schwab Corporation by Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $237k 3.2k 73.69
2024-03-31 $240k 3.3k 72.34

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Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
BlackRock
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Harris Associates L.P
Franklin Resources
Bank of America Corporation
Fisher Investments
Artisan Partners Limited Partnership
Invesco
Northern Trust
Flossbach Von Storch

View all funds holding Charles Schwab Corporation