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Charles Schwab Corporation shares owned by Sterling Investment Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sterling Investment Management from 13F filings

Historical chart of Sterling Investment Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Sterling Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Sterling Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 32k 68.80
2023-09-30 $2.5M 46k 54.90
2023-06-30 $2.7M 47k 56.68
2023-03-31 $2.5M 47k 52.38

More positions owned by Sterling Investment Management

Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
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Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Spdr Gold Shares Etf (GLD)
Vanguard Total Bond Market Etf Etf (BND)
Proshares Short S&p500 Etf (SH)
Canadian Pacific Kansas City Stock (CP)
Occidental Pete Corp Stock (OXY)
Microsoft Corp Stock (MSFT)
Abbvie Stock (ABBV)
Thermo Fisher Scientific Stock (TMO)
Canadian Natl Ry Stock (CNI)
Apple Stock (AAPL)
Pioneer Nat Res Stock (PXD)
Johnson & Johnson Stock (JNJ)

View all positions for Sterling Investment Management

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