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Charles Schwab Corporation shares owned by Stephenson National Bank & Trust

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Stephenson National Bank & Trust from 13F filings

Historical chart of Stephenson National Bank & Trust investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Stephenson National Bank & Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Stephenson National Bank & Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $11k 147 72.34
2022-03-31 $25k 296 84.46
2021-12-31 $25k 296 84.46
2020-03-31 $999 3 333.33
2019-12-31 $999 3 333.33

More positions owned by Stephenson National Bank & Trust

Vanguard S&P 500 Index ETF S&p 500 Etf Shs (VOO)
JPMorgan Active Value ETF Active Value Etf (JAVA)
JPMorgan Active Growth ETF Active Growth (JGRO)
iShares Russell Midcap Index ETF Rus Mid Cap Etf (IWR)
Global Upstream Natural Resources ETF Mornstar Upstr (GUNR)
Vanguard Total Stock Market ETF Total Stk Mkt (VTI)
Vanguard Small-Cap ETF Small Cp Etf (VB)
PIMCO Total Return Active ETF Active Bd Etf (BOND)
Fidelity Total Bond ETF Total Bd Etf (FBND)
Vanguard Mid Cap ETF Mid Cap Etf (VO)
Vanguard MEGA Cap ETF Mega Cap Index (MGC)
SPDR S&P Global Natural Resources ETF Glb Nat Resrce (GNR)
Pimco Intermediate Municipal Bond ETF Inter Mun Bd Act (MUNI)
iShares S&P 500 Index ETF Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Unit (SPY)

View all positions for Stephenson National Bank & Trust

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