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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
2025-03-31 $1.0M 13k 78.28
2024-06-30 $1.0M 14k 73.69
2023-09-30 $700k 13k 54.90

More positions owned by Rdl Financial

Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Msci Acwi Exus (HAWX)
Ishares Tr Msci Usa Value (VLUE)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Spdr Ser Tr Russell Low Vol (ONEV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Global X Fds Us Infr Dev Etf (PAVE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Visa Com Cl A (V)

View all positions for Rdl Financial

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