Unique Wealth Strategies »

Charles Schwab Corporation shares owned by Unique Wealth Strategies

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

Historical chart of Unique Wealth Strategies investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Charles Schwab Corporation by Unique Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $190k 2.6k 72.34
2023-12-31 $686k 10k 68.80

More positions owned by Unique Wealth Strategies

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Meta Platforms Cl A (META)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Booking Holdings (BKNG)
Ishares Core Msci Emkt (IEMG)
Visa Com Cl A (V)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Anthem (ELV)

View all positions for Unique Wealth Strategies

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