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Charles Schwab Corporation shares owned by Roxbury Financial

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

Historical chart of Roxbury Financial investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Roxbury Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $22k 227 95.57
2025-06-30 $21k 227 91.08
2025-03-31 $18k 226 79.50
2024-12-31 $19k 225 82.81

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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