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Charles Schwab Corporation shares owned by Synergy Investment Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $86k 920 93.96
2025-03-31 $67k 858 78.28
2024-12-31 $63k 857 74.01

More positions owned by Synergy Investment Management

Vanguard S&p MF Closed and MF Open (VOO)
Ishares Core MF Closed and MF Open (IVV)
Vanguard Growth MF Closed and MF Open (VUG)
Ishares U S MF Closed and MF Open (DYNF)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPYG)
State Street MF Closed and MF Open (SPTI)
Ishares Core MF Closed and MF Open (IEMG)
Invesco S&p MF Closed and MF Open (SPHQ)
Capital Group MF Closed and MF Open (CGDV)
Ishares A I MF Closed and MF Open (BAI)
State Street MF Closed and MF Open (SPTS)
Invesco S&p MF Closed and MF Open (SPMO)
Global X MF Closed and MF Open (AUSF)
First Trust MF Closed and MF Open (UCON)

View all positions for Synergy Investment Management

Top funds holding Charles Schwab Corporation

BlackRock
Vanguard Capital Management
Dodge & Cox
State Street Corporation
Larry Mathis Financial Planning
T. Rowe Price Associates
Geode Capital Management
FMR
Franklin Resources
Vanguard Portfolio Management
PRIMECAP Management Company
Morgan Stanley
Fisher Investments
Harris Associates L.P
Artisan Partners Limited Partnership

View all funds holding Charles Schwab Corporation