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Charles Schwab Corporation shares owned by TriaGen Wealth Management

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

Historical chart of TriaGen Wealth Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by TriaGen 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 TriaGen Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $351k 3.7k 95.47
2025-06-30 $345k 3.8k 91.24
2022-03-31 $471k 5.6k 84.33

More positions owned by TriaGen Wealth Management

Apple (AAPL)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Mega Cap Index (MGC)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Core Div Grwth (DGRO)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Vanguard Index Fds Small Cp Etf (VB)
NVIDIA Corporation (NVDA)
Ishares Gold Tr Ishares New (IAU)
Chevron Corporation (CVX)
Take-Two Interactive Software (TTWO)
McDonald's Corporation (MCD)
Cheniere Energy Com New (LNG)

View all positions for TriaGen Wealth Management

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