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Charles Schwab Corporation shares owned by Sym Financial Corporation

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

Historical chart of Sym Financial Corporation investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Sym Financial Corporation

Quarter filed Position value Share count Share price at filing
2025-09-30 $320k 3.4k 95.47
2025-06-30 $301k 3.3k 91.24
2025-03-31 $226k 2.9k 78.28

More positions owned by Sym Financial Corporation

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Wisdomtree Tr Internationl Efi (NTSI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Us Treas Bd Etf (GOVT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dow (DOW)
Apple (AAPL)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Sym Financial Corporation

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