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Charles Schwab Corporation shares owned by Safeguard Investment Advisory Group

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

Historical chart of Safeguard Investment Advisory Group investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Charles Schwab Corporation by Safeguard Investment Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $222k 2.2k 99.93
2020-12-31 $20k 383 52.22

More positions owned by Safeguard Investment Advisory Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us High Profitab (DUHP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard World Health Car Etf (VHT)
Ishares Tr U.s. Med Dvc Etf (IHI)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Amazon (AMZN)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Safeguard Investment Advisory Group

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
PRIMECAP Management Company
Harris Associates L.P
Fisher Investments
Norges Bank Investment Management
Artisan Partners Limited Partnership
Northern Trust
Invesco

View all funds holding Charles Schwab Corporation