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Charles Schwab Corporation shares owned by Proactive Wealth Strategies

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Proactive Wealth Strategies from 13F filings

Historical chart of Proactive Wealth Strategies investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Charles Schwab Corporation by Proactive Wealth Strategies

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$327k	3.5k	93.97

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View all positions for Proactive Wealth Strategies

Top funds holding Charles Schwab Corporation

Vanguard Capital Management

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View all funds holding Charles Schwab Corporation

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