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Charles Schwab Corporation shares owned by Retirement Group

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

Historical chart of Retirement Group investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Retirement Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $95k 1.3k 72.34
2023-12-31 $91k 1.3k 68.80
2023-09-30 $56k 1.0k 54.90
2023-06-30 $79k 1.4k 56.67
2023-03-31 $44k 849 51.83

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View all positions for Retirement Group

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
Vanguard Group
BlackRock
BlackRock
Dodge & Cox
T. Rowe Price Associates
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Harris Associates L.P
Franklin Resources
Morgan Stanley
Bank of America Corporation
Fisher Investments

View all funds holding Charles Schwab Corporation