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Charles Schwab Corporation shares owned by Trajan Wealth

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

Historical chart of Trajan Wealth investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Trajan Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.8M 58k 64.81
2024-06-30 $3.7M 51k 73.69

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Microsoft Corporation (MSFT)
Alphabet Inc Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Mastercard Incorporated Cl A (MA)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Spinnaker Etf Series Trajan Wealth (TWIO)
Fiserv (FI)
Booking Holdings (BKNG)
Anthem (ELV)

View all positions for Trajan Wealth

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