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Charles Schwab Corporation shares owned by Secured Retirement Advisors

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Secured Retirement Advisors from 13F filings

Historical chart of Secured Retirement Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Secured Retirement Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Secured Retirement Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 22k 68.80

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Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Fisher Investments
Harris Associates L.P
Alliancebernstein
Bank of America Corporation
Flossbach Von Storch
Norges Bank Investment Management
Citadel Advisors
Wellington Management Company
Bank of New York Mellon

View all funds holding Charles Schwab Corporation