S&G Foundation »

Charles Schwab Corporation shares owned by S&G Foundation

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by S&G Foundation from 13F filings

Historical chart of S&G Foundation investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by S&G Foundation 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 S&G Foundation

Quarter filed Position value Share count Share price at filing
2026-06-30 $1000k 11k 92.27

More positions owned by S&G Foundation

JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc. Class A Cl A (BRK.A)
American Express Company (AXP)
Infleqtion (INFQ)
Berkshire Hathaway Inc. Class B CL B (BRK.B)
Goldman Sachs (GS)
Equity Residential (EQR)
Bank of New York Mellon Corporation (BNY)
U.S. Bancorp (USB)
Western Alliance Bancorporation (WAL)
Wells Fargo & Company (WFC)
Progressive Corporation (PGR)
State Street Corporation (STT)
MasterCard Incorporated (MA)
Shattuck Labs (STTK)

View all positions for S&G Foundation

Top funds holding Charles Schwab Corporation

BlackRock
Vanguard Capital Management
Dodge & Cox
State Street Corporation
Larry Mathis Financial Planning
T. Rowe Price Associates
Geode Capital Management
FMR
Franklin Resources
Vanguard Portfolio Management
PRIMECAP Management Company
Morgan Stanley
Fisher Investments
Harris Associates L.P
Artisan Partners Limited Partnership

View all funds holding Charles Schwab Corporation