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Charles Schwab Corporation shares owned by Strata Wealth Advisors

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Strata Wealth Advisors from 13F filings

Historical chart of Strata Wealth Advisors investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Strata Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 34k 72.34
2023-12-31 $2.9M 42k 68.80

More positions owned by Strata Wealth Advisors

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Multisector Bd (PYLD)
Progressive Corporation (PGR)
Microsoft Corporation (MSFT)
Booking Holdings (BKNG)
American Express Company (AXP)
Alphabet Cap Stk Cl C (GOOG)
Analog Devices (ADI)
Apple (AAPL)

View all positions for Strata Wealth Advisors

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