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Charles Schwab Corporation shares owned by Tilson Financial Group

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

Historical chart of Tilson Financial Group investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Tilson Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $505k 5.3k 95.47
2025-06-30 $204k 2.2k 91.19

More positions owned by Tilson Financial Group

Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Morgan Stanley Etf Trust Eaton Vance Shor (EVSD)
Spdr Series Trust Portfli Intrmdit (SPTI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM)
Vanguard Whitehall Fds High Div Yld (VYM)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr National Mun Etf (MUB)

View all positions for Tilson Financial Group

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