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Charles Schwab Corporation shares owned by Sjbenen Advisory

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

Historical chart of Sjbenen Advisory investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Sjbenen Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $545k 5.8k 93.98

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Vanguard Index Fds Total Stk Mkt (VTI)
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Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Ishares Tr Core Msci Total (IXUS)
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Sjbenen Advisory

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
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
Massachusetts Financial Services

View all funds holding Charles Schwab Corporation