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Charles Schwab Corporation shares owned by TrueWealth Advisors

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

Historical chart of TrueWealth Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Charles Schwab Corporation by TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $312k 3.3k 95.47
2025-06-30 $298k 3.3k 91.24
2025-03-31 $258k 3.3k 78.28
2024-12-31 $248k 3.4k 74.01
2024-09-30 $213k 3.3k 64.81

More positions owned by TrueWealth Advisors

Tidal Trust I Fundstrat Granny (GRNY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Ishares Tr Intl Div Grwth (IGRO)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Ea Series Trust Freedom 100 Em (FRDM)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Servisfirst Bancshares (SFBS)

View all positions for TrueWealth Advisors

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