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Charles Schwab Corporation shares owned by Stephens Consulting

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

Historical chart of Stephens Consulting investment in Charles Schwab Corporation

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Quarterly reported holdings in Charles Schwab Corporation by Stephens Consulting

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.0k 60 99.92
2025-06-30 $3.1k 34 91.26
2024-06-30 $9.3k 126 73.69
2023-06-30 $10k 177 56.68
2023-03-31 $9.3k 177 52.38

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View all positions for Stephens Consulting

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