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Charles Schwab Corporation shares owned by Schrum Private Wealth Management

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

Historical chart of Schrum Private Wealth Management investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Charles Schwab Corporation by Schrum Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $280k 4.3k 64.81

More positions owned by Schrum Private Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
First Tr Exchange Traded Tech Alphadex (FXL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Accenture Plc Ireland Shs Class A (ACN)
American Water Works (AWK)
Schwab Strategic Tr Fundamental Us L (FNDX)
Abbvie (ABBV)
First Tr Exchange Traded Indls Prod Dur (FXR)
First Tr Exchange Traded Hlth Care Alph (FXH)
Vanguard World Inf Tech Etf (VGT)
First Tr Exchange Traded Finls Alphadex (FXO)

View all positions for Schrum Private 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