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Charles Schwab Corporation shares owned by SageView Advisory Group

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

Historical chart of SageView Advisory Group investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by SageView 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 SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 19k 64.81
2024-06-30 $1.8M 25k 73.69
2023-12-31 $1.9M 29k 64.38
2023-09-30 $239k 4.3k 54.90
2023-06-30 $244k 4.3k 56.68
2022-12-31 $296k 3.5k 83.26

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Jpmorgan Usd Emg (EMB)
Spdr Ser Tr Portfli High Yld (SPHY)

View all positions for SageView Advisory 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