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Charles Schwab Corporation shares owned by Trivant Custom Portfolio Group

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Trivant Custom Portfolio Group from 13F filings

Historical chart of Trivant Custom Portfolio Group investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Trivant Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $2.7M 48k 56.68
2023-03-31 $2.2M 42k 52.38

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View all positions for Trivant Custom Portfolio Group

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