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Charles Schwab Corporation shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $234k 3.6k 64.81
2024-06-30 $2.2M 30k 73.69
2024-03-31 $1.9M 26k 72.34

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NVIDIA Corporation (NVDA)
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View all positions for Simplicity Wealth

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
Vanguard Group
BlackRock
Dodge & Cox
T. Rowe Price Associates
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Harris Associates L.P
Franklin Resources
Bank of America Corporation
Fisher Investments
Artisan Partners Limited Partnership
Alliancebernstein

View all funds holding Charles Schwab Corporation