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Charles Schwab Corporation shares owned by Redwood Investment Management

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

Historical chart of Redwood Investment Management investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Redwood Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 11k 93.94
2025-09-30 $1.3M 13k 95.47
2023-12-31 $263k 3.8k 68.85
2022-09-30 $340k 4.7k 71.93
2021-09-30 $235k 3.2k 72.96

More positions owned by Redwood Investment Management

Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Invesco S&p 500 Momentum Etf S&p 500 Momntm (SPMO)
Leadershares Alphafactor Us Ldrshs Alpfact (LSAF)
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)
Ss Spdr P S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Invesco Qqq Trust Series 1 Unit Ser 1 (QQQ)
Leadershares Alphafact Tact Leadershs Alphaf (LSAT)
Schwab International Small Cap Equity Etf Intl Sceqt Etf (SCHC)
Vanguard Ftse All World Ex Us Small Cap Index Fund Shares Etf Ftse Smcap Etf (VSS)
Apple (AAPL)
Leadershares Dynamic Yield E Leadershares Dy (DYLD)
Vanguard Ftse Developed Etf Van Ftse Dev Mkt (VEA)
Alphabet Inc Cl A Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPTL)

View all positions for Redwood Investment Management

Top funds holding Charles Schwab Corporation

BlackRock
Vanguard Capital Management
Dodge & Cox
State Street Corporation
Larry Mathis Financial Planning
T. Rowe Price Associates
Geode Capital Management
FMR
Franklin Resources
Vanguard Portfolio Management
PRIMECAP Management Company
Morgan Stanley
Fisher Investments
Harris Associates L.P
Artisan Partners Limited Partnership

View all funds holding Charles Schwab Corporation