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Charles Schwab Corporation shares owned by Portland Global Advisors

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

Historical chart of Portland Global Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Charles Schwab Corporation by Portland Global Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 12k 92.27

More positions owned by Portland Global Advisors

Spdr S&p 500 Etf (SPY)
iShares S&P MidCap 400 Index (IJH)
iShares S&P 500 Index (IVV)
SPDR S&P MidCap 400 ETF (MDY)
Spdr Ser Tr shrt trsry etf (SPTS)
Vanguard Sht Term Govt Bond ETF (VGSH)
SPDR Barclays Capital Inter Term (SPTI)
Vanguard Intmdte Tm Govt Bd ETF (VGIT)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Vanguard Emerging Markets ETF (VWO)
Vanguard Europe Pacific ETF (VEA)
iShares MSCI EAFE Index Fund (EFA)
Ishares Inc core msci emkt (IEMG)
Vanguard Total Stock Market ETF (VTI)

View all positions for Portland Global Advisors

Top funds holding Charles Schwab Corporation

BlackRock
Vanguard Capital Management
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
T. Rowe Price Associates
FMR
Geode Capital Management
Franklin Resources
Vanguard Portfolio Management
PRIMECAP Management Company
Harris Associates L.P
Norges Bank Investment Management
Morgan Stanley
Fisher Investments

View all funds holding Charles Schwab Corporation