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Charles Schwab Corporation shares owned by Seed Wealth Management

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

Historical chart of Seed Wealth Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Seed 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 Seed Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $218k 3.4k 64.81
2024-06-30 $247k 3.4k 73.69
2024-03-31 $213k 2.9k 72.37
2023-12-31 $203k 2.9k 69.10
2022-12-31 $264k 3.2k 83.26

More positions owned by Seed Wealth Management

Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Schwab Strategic Tr Us Tips Etf (SCHP)
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ea Series Trust Us Quan Momentum (QMOM)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)

View all positions for Seed Wealth Management

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