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Charles Schwab Corporation shares owned by Premier Path Wealth Partners

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Premier Path Wealth Partners from 13F filings

Historical chart of Premier Path Wealth Partners investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Premier Path Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Premier Path Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $560k 8.6k 64.81
2024-06-30 $681k 9.2k 73.69
2024-03-31 $592k 8.2k 72.34
2023-12-31 $546k 7.9k 68.80

More positions owned by Premier Path Wealth Partners

Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)
Microsoft Corporation (MSFT)
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Amazon (AMZN)
Ishares Tr Usd Inv Grde Etf (USIG)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core Div Grwth (DGRO)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Select Sector Spdr Tr Communication (XLC)
Meta Platforms Cl A (META)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core Msci Intl (IDEV)

View all positions for Premier Path Wealth Partners

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