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Charles Schwab Corporation shares owned by Phillip James Consulting

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Phillip James Consulting from 13F filings

Historical chart of Phillip James Consulting investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Phillip James Consulting consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Phillip James Consulting

Quarter filed Position value Share count Share price at filing
2026-03-31 $999 12 83.33

More positions owned by Phillip James Consulting

Schwab Short-term Us Treasury Etf Etf
Vanguard Short-term Bond Etf Etf (BND)
Schwab Us Broad Market Etf Etf
Ishares Msci Eafe Value Etf Etf
Schwab Us Large-cap Value Etf Etf
Vanguard Ftse All-world Ex-us Small-cap Etf Etf
Vanguard Small-cap Etf Etf
Schwab Intl Equity Etf Etf
Vanguard Small-cap Value Etf Etf
Vanguard Total Stock Market Etf Etf (VTI)
Schwab Us Small-cap Etf Etf
Spdr Portfolio Sp 500 Momentum Etf Etf (SHM)
Wisdomtree Intl Smallcap Dividend Fund Etf (DWM)
Vanguard Value Etf Etf
Spdr Portfolio Emerging Markets Etf Etf (SPHY)

View all positions for Phillip James Consulting

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Vanguard Capital Management
Dodge & Cox
State Street Corporation
Geode Capital Management
FMR
Franklin Resources
Vanguard Portfolio Management
PRIMECAP Management Company
Fisher Investments
Morgan Stanley
Harris Associates L.P
Artisan Partners Limited Partnership
Invesco

View all funds holding Charles Schwab Corporation