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Charles Schwab Corporation shares owned by SPWM Advisors

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

Historical chart of SPWM Advisors investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by SPWM Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.7M 17k 101.56

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Top funds holding Charles Schwab Corporation

BlackRock
Vanguard Capital Management
Dodge & Cox
State Street Corporation
Larry Mathis Financial Planning
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