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Charles Schwab Corporation shares owned by Thrive Wealth Management

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

Historical chart of Thrive Wealth Management investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Charles Schwab Corporation by Thrive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $243k 3.7k 64.80
2024-06-30 $275k 3.7k 73.70
2024-03-31 $262k 3.6k 72.34
2023-12-31 $227k 3.3k 68.79

More positions owned by Thrive Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Value Etf (VTV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Intl Eqty Factor (INTF)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Msci Intl Qualty (IQLT)
NVIDIA Corporation (NVDA)

View all positions for Thrive Wealth Management

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
Vanguard Group
BlackRock
BlackRock
Dodge & Cox
T. Rowe Price Associates
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Harris Associates L.P
Franklin Resources
Morgan Stanley
Bank of America Corporation
Fisher Investments

View all funds holding Charles Schwab Corporation