Ruedi Wealth Management »

Charles Schwab Corporation shares owned by Ruedi Wealth Management

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

Historical chart of Ruedi Wealth Management investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Charles Schwab Corporation by Ruedi Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6k 40 64.80
2024-06-30 $5.9k 80 73.69
2023-03-31 $21k 396 52.38
2022-12-31 $33k 396 83.26

More positions owned by Ruedi Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Apple (AAPL)

View all positions for Ruedi Wealth Management

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
Vanguard Group
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
Bank of America Corporation
Fisher Investments
Artisan Partners Limited Partnership
Alliancebernstein

View all funds holding Charles Schwab Corporation