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Charles Schwab Corporation shares owned by Towerpoint Wealth

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

Historical chart of Towerpoint Wealth investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Towerpoint Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $223k 3.1k 72.34
2023-12-31 $213k 3.1k 68.80

More positions owned by Towerpoint Wealth

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Value Line Divid In SHS (FVD)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr Ser Tr S&p Kensho New (KOMP)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for Towerpoint Wealth

Top funds holding Charles Schwab Corporation

Vanguard Group
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Harris Associates L.P
Alliancebernstein
Fisher Investments
Flossbach Von Storch
Bank of America Corporation
Norges Bank Investment Management
Citadel Advisors
Wellington Management Company
Bank of New York Mellon
Legal & General Group

View all funds holding Charles Schwab Corporation