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Charles Schwab Corporation shares owned by Trust Co of the South

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Trust Co of the South from 13F filings

Historical chart of Trust Co of the South investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Trust Co of the South consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Trust Co of the South

Quarter filed Position value Share count Share price at filing
2024-12-31 $303k 4.1k 74.01
2024-09-30 $324k 5.0k 64.81
2023-12-31 $245k 3.6k 68.80

More positions owned by Trust Co of the South

Dimensional U.s. Targeted Value Mutual Funds (DFAT)
Dimensional U.s. Marketwide Val Mutual Funds (DFUV)
Dimensional U.s. Core Equity 2 Mutual Funds (DFAC)
Vanguard S&p 500 Mutual Funds (VOO)
Apple Computer Equities (AAPL)
Vanguard Mid-cap Etf Mutual Funds (VO)
SPDR S&P 500 Mutual Funds (SPY)
Live Oak Bancshares Equities (LOB)
Vanguard Small-cap Etf Mutual Funds (VB)
Dfa Dimensional Intl Core Equit Mutual Funds (DFIC)
Dimensional World Ex U.s. Core Mutual Funds (DFAX)
Vanguard Ftse Developed Mkts Et Mutual Funds (VEA)
Microsoft Corporation Equities (MSFT)
Vanguard Growth Etf Mutual Funds (VUG)
Berkshire Hathaway Inc Delcl B Equities (BRK.B)

View all positions for Trust Co of the South

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
BlackRock
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Harris Associates L.P
Franklin Resources
Bank of America Corporation
Fisher Investments
Artisan Partners Limited Partnership
Invesco
Northern Trust
Flossbach Von Storch

View all funds holding Charles Schwab Corporation