Sather Financial »

Charles Schwab Corporation shares owned by Sather Financial

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

Historical chart of Sather Financial investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Sather Financial 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 Sather Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $253k 2.6k 95.47
2025-06-30 $203k 2.2k 91.24

More positions owned by Sather Financial

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)
Arista Networks Com Shs (ANET)
Microsoft Corporation (MSFT)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Visa Com Cl A (V)
Monster Beverage Corp (MNST)
Ross Stores (ROST)
Dollar General (DG)
Qualcomm (QCOM)
Mastercard Incorporated Cl A (MA)
Adobe Systems Incorporated (ADBE)
Markel Corporation (MKL)
Paypal Holdings (PYPL)
Paycom Software (PAYC)

View all positions for Sather Financial

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