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Charles Schwab Corporation shares owned by Tanglewood Legacy Advisors

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

Historical chart of Tanglewood Legacy Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Charles Schwab Corporation by Tanglewood Legacy Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $14k 150 92.27

More positions owned by Tanglewood Legacy Advisors

Ishares S&p MF Closed and MF Open (IUSG)
Ishares Core MF Closed and MF Open (IUSV)
Invesco S&p MF Closed and MF Open (RWL)
Pgim Aaa MF Closed and MF Open (PAAA)
Ishares Russell MF Closed and MF Open (IWR)
Ishares Russell MF Closed and MF Open (IWF)
First Trust MF Closed and MF Open (FMAY)
Ishares Russell MF Closed and MF Open (IWD)
State Street MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
First Trust MF Closed and MF Open (DMAY)
First Trust MF Closed and MF Open (FAPR)
Invesco Qqq MF Closed and MF Open (QQQ)
First Trust MF Closed and MF Open (GFEB)
First Trust MF Closed and MF Open (GJAN)

View all positions for Tanglewood Legacy Advisors

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