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Charles Schwab Corporation shares owned by RE Dickinson Investment Advisors

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by RE Dickinson Investment Advisors from 13F filings

Historical chart of RE Dickinson Investment Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by RE Dickinson Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by RE Dickinson Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $445 6 74.17
2023-03-31 $3.0k 59 50.85

More positions owned by RE Dickinson Investment Advisors

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Val Etf (IWD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Union Pacific Corporation (UNP)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Brookfield Infrast Partners Lp Int Unit (BIP)

View all positions for RE Dickinson Investment Advisors

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