Seven Mile Advisory »

Charles Schwab Corporation shares owned by Seven Mile Advisory

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Seven Mile Advisory from 13F filings

Historical chart of Seven Mile Advisory investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Seven Mile Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Charles Schwab Corporation by Seven Mile Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $273k 2.7k 99.89
2025-09-30 $346k 3.6k 95.46

More positions owned by Seven Mile Advisory

Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Ishares S&p 100 Etf Etf (OEF)
Dimensional International Value Etf Etf (DFIV)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Value ETF Etf (VTV)
Vanguard Short-term Treasury Etf Etf (VGSH)
Nvidia Corporation Stock (NVDA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Ishares U.s. Treasury Bond Etf Etf (GOVT)
Janus Henderson Mortgage-backed Securities Etf Etf (JMBS)
Apple Stock (AAPL)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)

View all positions for Seven Mile Advisory

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