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Charles Schwab Corporation shares owned by Up Strategic Wealth Investment Advisors

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Up Strategic Wealth Investment Advisors from 13F filings

Historical chart of Up Strategic Wealth Investment Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Charles Schwab Corporation by Up Strategic Wealth Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $236k 3.2k 73.69
2024-03-31 $221k 3.1k 72.34

More positions owned by Up Strategic Wealth Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Ttl Stk (ITOT)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Apple (AAPL)
Dimensional Etf Trust Us Large Cap Vec (DFVX)
Microsoft Corporation (MSFT)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
UnitedHealth (UNH)
Costco Wholesale Corporation (COST)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Up Strategic Wealth Investment Advisors

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
Vanguard Group
BlackRock
Dodge & Cox
T. Rowe Price Associates
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Morgan Stanley
Harris Associates L.P
Franklin Resources
Fisher Investments
Bank of America Corporation
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

View all funds holding Charles Schwab Corporation