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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
Morgan Stanley
Harris Associates L.P
Franklin Resources
Fisher Investments
Bank of America Corporation
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

View all funds holding Charles Schwab Corporation