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Charles Schwab Corporation shares owned by Rdl Financial

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Rdl Financial from 13F filings

Historical chart of Rdl Financial investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Rdl Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Rdl Financial

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.0M 14k 73.69
2023-09-30 $700k 13k 54.90

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Ishares Tr Msci Usa Value (VLUE)
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Spdr Ser Tr Russell Low Vol (ONEV)
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Vanguard Index Fds Value Etf (VTV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr MRGSTR MD CP GRW (IMCG)
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Ishares Tr Ibonds Dec24 Etf (IBDP)
Visa Com Cl A (V)
Mastercard Incorporated Cl A (MA)

View all positions for Rdl Financial

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
Vanguard Group
BlackRock
Dodge & Cox
T. Rowe Price Associates
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Morgan Stanley
Harris Associates L.P
Franklin Resources
Fisher Investments
Bank of America Corporation
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

View all funds holding Charles Schwab Corporation