Sagespring Wealth Partners »

Charles Schwab Corporation shares owned by Sagespring Wealth Partners

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

Historical chart of Sagespring Wealth Partners investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Sagespring Wealth Partners 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 Sagespring Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 16k 95.47
2025-06-30 $1.3M 14k 91.24
2024-12-31 $467k 6.3k 74.01

More positions owned by Sagespring Wealth Partners

Fidelity Covington Trust Blue Chip Grwth (FBCG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL)
Tcw Transform Etf Trust Transform System (PWRD)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Sagespring Wealth Partners

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