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Charles Schwab Corporation shares owned by PFG Financial Advisors

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

Historical chart of PFG Financial Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by PFG 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 PFG Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 13k 99.91
2025-09-30 $569k 6.0k 95.47

More positions owned by PFG Financial Advisors

Stt Strt Spdr Portfolio Sp 500 Etf (SPYM)
Spdr Port Developed World Ex-us Etf Etf (SPDW)
Ishares S&p 500 Index Etf (IVV)
Stt Strt Spdr Prtfl Sp 400 Mid Cap Etf (SPMD)
Ishr Gld Trst Micr Etf Benef Intrst Etf (IAUM)
Ishares Core Msci Eafe Etf (IEFA)
Stt Strt Spdr Prtfl Sp 500 Value Etf (SPYV)
Ishares Tr S&p 100 Index Fund Etf (OEF)
Ishares Aggregate Bond Etf Etf (AGG)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Microsoft Corporation (MSFT)
Fidelity Total Bond Etf Etf (FBND)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Stt Strt Spdr Prtfl Sp 600 Smll Cap Etf (SPSM)
Fidelity Msci Cmmnctn Srves Indx Etf (FCOM)

View all positions for PFG 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
PRIMECAP Management Company
Harris Associates L.P
Fisher Investments
Norges Bank Investment Management
Artisan Partners Limited Partnership
Northern Trust
Invesco

View all funds holding Charles Schwab Corporation