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Charles Schwab Corporation shares owned by StrongBox Wealth

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

Historical chart of StrongBox Wealth investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by StrongBox Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $47k 508 92.27
2023-09-30 $262k 4.8k 54.90
2023-06-30 $273k 4.8k 56.68

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Raytheon Technologies Corp (RTX)

View all positions for StrongBox Wealth

Top funds holding Charles Schwab Corporation

BlackRock
Vanguard Capital Management
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
T. Rowe Price Associates
FMR
Geode Capital Management
Franklin Resources
Vanguard Portfolio Management
PRIMECAP Management Company
Harris Associates L.P
Norges Bank Investment Management
Morgan Stanley
Fisher Investments

View all funds holding Charles Schwab Corporation