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Charles Schwab Corporation shares owned by Sun Financial

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

Historical chart of Sun Financial investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Sun Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $379k 3.8k 99.90

More positions owned by Sun Financial

First Tr Exchange Traded Buywrit Incm Etf (FTHI)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
First Tr Exchange Traded Nasdaq Buywrite (FTQI)
First Tr Exchange-traded Core Investment (FTCB)
Tidal Trust Iii Fundstrat Granny (GRNJ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Tidal Trust I Fundstrat Granny (GRNY)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange-traded SHS (QTEC)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)

View all positions for Sun Financial

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
PRIMECAP Management Company
Harris Associates L.P
Fisher Investments
Norges Bank Investment Management
Artisan Partners Limited Partnership
Northern Trust
Invesco

View all funds holding Charles Schwab Corporation