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Charles Schwab Corporation shares owned by Vigilare Wealth Management

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

Historical chart of Vigilare Wealth Management investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Vigilare Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $969k 9.7k 99.91
2025-09-30 $1.1M 11k 95.47
2025-06-30 $915k 10k 91.24

More positions owned by Vigilare Wealth Management

Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Jpmorgan Income Etf Etf (JPIE)
Spdr Gold Etf Etf (GLD)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Spdr S&p 500 Etf Etf (SPY)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Janus Henderson Short Duration Income Etf Etf (VNLA)
Apple Stock (AAPL)
Invesco S&p 500 Quality Etf Etf (SPHQ)
Invesco S&p 500 Momentum Etf Etf (SPMO)
Amazon.com Stock (AMZN)
Ishares Core Msci Eafe Etf Etf (IEFA)
Google Stock (GOOGL)
Powershares Qqq Tr Etf (QQQ)

View all positions for Vigilare Wealth Management

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
PRIMECAP Management Company
Harris Associates L.P
Fisher Investments
Norges Bank Investment Management
Artisan Partners Limited Partnership
Northern Trust
Invesco

View all funds holding Charles Schwab Corporation