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Charles Schwab Corporation shares owned by SCS Capital Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by SCS Capital Management from 13F filings

Historical chart of SCS Capital Management investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by SCS Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $455k 4.6k 99.91
2025-09-30 $445k 4.7k 95.47
2025-06-30 $1.3M 15k 91.24
2025-03-31 $926k 12k 78.28

More positions owned by SCS Capital Management

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Value Etf (VTV)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for SCS Capital Management

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