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Charles Schwab Corporation shares owned by Sheets Smith Investment Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sheets Smith Investment Management from 13F filings

Historical chart of Sheets Smith Investment Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Sheets Smith Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Sheets Smith Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 19k 95.47
2025-06-30 $1.7M 19k 91.24
2022-03-31 $1.8M 22k 84.31
2021-12-31 $1.8M 21k 84.11

More positions owned by Sheets Smith Investment Management

J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Applovin Corp Com Cl A (APP)
Putnam Master Inter Income T Sh Ben Int (PIM)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Amazon (AMZN)
Howmet Aerospace (HWM)
Palantir Technologies Cl A (PLTR)
New Gold Inc Cda (NGD)
Bank of America Corporation (BAC)
Microsoft Corporation (MSFT)
Citigroup Com New (C)
Advanced Micro Devices (AMD)
Pan American Silver Corp Can (PAAS)

View all positions for Sheets Smith Investment Management

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
Morgan Stanley
Fisher Investments
Harris Associates L.P
PRIMECAP Management Company
Artisan Partners Limited Partnership
Massachusetts Financial Services
Northern Trust

View all funds holding Charles Schwab Corporation