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Charles Schwab Corporation shares owned by SMART Wealth

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

Historical chart of SMART Wealth investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Charles Schwab Corporation by SMART Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 12k 95.47
2025-06-30 $280k 3.1k 91.23
2025-03-31 $203k 2.6k 78.28
2024-06-30 $207k 2.8k 73.69
2022-12-31 $208k 2.5k 83.26

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View all positions for SMART Wealth

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