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Charles Schwab Corporation shares owned by Proathlete Wealth Management

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

Historical chart of Proathlete Wealth Management investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Charles Schwab Corporation by Proathlete Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $117k 1.2k 95.55
2025-06-30 $113k 1.2k 91.33
2025-03-31 $96k 1.2k 78.36

More positions owned by Proathlete Wealth Management

Ishares Core S&p 500 Etf Uit Exchange Traded (IVV)
Ishares Russell 1000 Growth Etf Uit Exchange Traded (IWF)
Ishares Russell 1000 Value Etf Uit Exchange Traded (IWD)
Ishares Core S&p Small Cap Etf Uit Exchange Traded (IJR)
Invsc Qqq Trust Srs 1 Etf Uit Exchange Traded (QQQ)
Ishares Core Msci Eafe Etf Uit Exchange Traded (IEFA)
Avantis Us Small Cap Value Etf Uit Exchange Traded (AVUV)
Ishares Bitcoin Etf Uit Exchange Traded (IBIT)
Vanguard Ftse Emerging Markets Etf Uit Exchange Traded (VWO)
Ishares Short Duratn Bndactv Etf Uit Exchange Traded (NEAR)
Ishares 3-7 Year Trery Bond Etf Uit Exchange Traded (IEI)
Ishares National Muni Bond Etf Uit Exchange Traded (MUB)
Avantis International Equity Etf Uit Exchange Traded (AVDE)
Microsoft Corp Common Stock (MSFT)
Vanguard Ftse Developed Markets Etf Uit Exchange Traded (VEA)

View all positions for Proathlete Wealth Management

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
Morgan Stanley
Fisher Investments
Harris Associates L.P
PRIMECAP Management Company
Artisan Partners Limited Partnership
Massachusetts Financial Services
Northern Trust

View all funds holding Charles Schwab Corporation