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Charles Schwab Corporation shares owned by Silverlake Wealth Management

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

Historical chart of Silverlake Wealth Management investment in Charles Schwab Corporation

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $219k 2.2k 99.90

More positions owned by Silverlake Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 0-3 Mnth Treasry (SGOV)
International Business Machines (IBM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Procter & Gamble Company (PG)
Johnson & Johnson (JNJ)
Verizon Communications (VZ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Dynamic Eqty Act (BDYN)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Silverlake Wealth Management

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