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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
2024-03-31 $213k 2.9k 72.37
2023-12-31 $203k 2.9k 69.10
2022-12-31 $264k 3.2k 83.26

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

View all positions for Seed Wealth Management

Top funds holding Charles Schwab Corporation

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

View all funds holding Charles Schwab Corporation