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Charles Schwab Corporation shares owned by Straight Path Wealth Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Straight Path Wealth Management from 13F filings

Historical chart of Straight Path Wealth Management investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Straight Path Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $261k 2.7k 95.48
2025-06-30 $249k 2.7k 91.25
2025-03-31 $214k 2.7k 78.29
2024-12-31 $202k 2.7k 74.02

More positions owned by Straight Path Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Tesla Motors Call Option (TSLA)
BP Sponsored Adr (BP)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Global Core Plus (DFGP)
Ishares Tr Msci Usa Mmentm (MTUM)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Msci Intl Moment (IMTM)
B. Riley Financial Put Option (RILY)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Byrna Technologies Com New (BYRN)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Dimensional Etf Trust Us Real Estate E (DFAR)

View all positions for Straight Path Wealth Management

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
Morgan Stanley
Fisher Investments
Harris Associates L.P
PRIMECAP Management Company
Artisan Partners Limited Partnership
Massachusetts Financial Services
Northern Trust

View all funds holding Charles Schwab Corporation