Stableford Capital Ii »

Charles Schwab Corporation shares owned by Stableford Capital Ii

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Stableford Capital Ii from 13F filings

Historical chart of Stableford Capital Ii investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Stableford Capital Ii consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Stableford Capital Ii

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 17k 72.34
2023-12-31 $1.1M 16k 65.26
2023-09-30 $837k 16k 51.43
2023-06-30 $1.0M 16k 64.54
2022-03-31 $792k 9.9k 79.98

More positions owned by Stableford Capital Ii

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Ishares Tr Core Lt Usdb Etf (ILTB)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Eli Lilly & Co. (LLY)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
Exxon Mobil Corporation (XOM)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Meta Platforms Cl A (META)

View all positions for Stableford Capital Ii

Top funds holding Charles Schwab Corporation

Vanguard Group
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Harris Associates L.P
Alliancebernstein
Fisher Investments
Flossbach Von Storch
Bank of America Corporation
Norges Bank Investment Management
Citadel Advisors
Wellington Management Company
Bank of New York Mellon
Legal & General Group

View all funds holding Charles Schwab Corporation