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Charles Schwab Corporation shares owned by Red Tortoise

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

Historical chart of Red Tortoise investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Red Tortoise

Quarter filed Position value Share count Share price at filing
2024-03-31 $11k 148 72.34
2023-12-31 $10k 148 68.80
2023-09-30 $5.8k 106 54.90
2023-06-30 $6.0k 106 56.68
2023-03-31 $17k 332 52.38
2022-12-31 $11k 132 83.26
2021-09-30 $9.0k 132 68.18

More positions owned by Red Tortoise

Schwab International Equity Etf Etf (SCHF)
Schwab Fundamental International Large Co. Index Etf Etf (FNDF)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Long-term Treasury Etf Etf (VGLT)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Value Etf Etf (VTV)
Ishares Russell 1000 Value Etf Etf (IWD)
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)
Ishares Core Dividend Growth Etf Etf (DGRO)
Schwab Short-term Us Treasury Etf Etf (SCHO)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Schwab Us Tips Etf Etf (SCHP)

View all positions for Red Tortoise

Top funds holding Charles Schwab Corporation

Vanguard Group
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Harris Associates L.P
Alliancebernstein
Fisher Investments
Flossbach Von Storch
Bank of America Corporation
Norges Bank Investment Management
Citadel Advisors
Wellington Management Company
Bank of New York Mellon
Legal & General Group

View all funds holding Charles Schwab Corporation