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Charles Schwab Corporation shares owned by Smith Thornton Advisors

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Smith Thornton Advisors from 13F filings

Historical chart of Smith Thornton Advisors investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Smith Thornton Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Smith Thornton Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $487k 4.9k 99.91
2025-09-30 $463k 4.8k 95.47
2025-06-30 $418k 4.6k 91.25
2025-03-31 $356k 4.5k 78.28
2024-12-31 $322k 4.4k 74.01

More positions owned by Smith Thornton Advisors

Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Victory Portfolios Ii Core Intermediat (UITB)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Gold Tr Ishares New (IAU)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Ishares Tr Core Div Grwth (DGRO)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Apple (AAPL)

View all positions for Smith Thornton Advisors

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