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Charles Schwab Corporation shares owned by Southern Financial Group

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Southern Financial Group from 13F filings

Historical chart of Southern Financial Group investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Southern Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Southern Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $354k 3.8k 93.99
2025-12-31 $346k 3.5k 99.90

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Janus Detroit Str Tr Henderson Income (JIII)
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Spire (SR)
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NVIDIA Corporation (NVDA)
At&t (T)

View all positions for Southern Financial Group

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Vanguard Capital Management
Dodge & Cox
State Street Corporation
Geode Capital Management
FMR
Franklin Resources
Vanguard Portfolio Management
PRIMECAP Management Company
Fisher Investments
Morgan Stanley
Harris Associates L.P
Artisan Partners Limited Partnership
Invesco

View all funds holding Charles Schwab Corporation