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Charles Schwab Corporation shares owned by Waypoint Wealth Partners

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

Historical chart of Waypoint Wealth Partners investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Waypoint Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-06-30 $247k 2.7k 91.25
2024-12-31 $200k 2.7k 74.02
2022-12-31 $225k 2.7k 83.27
2022-03-31 $228k 2.7k 84.16
2021-12-31 $271k 3.2k 83.95

More positions owned by Waypoint Wealth Partners

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Rubrik Cl A (RBRK)
United Parcel Service CL B (UPS)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Core Msci Eafe (IEFA)
Airbnb Com Cl A (ABNB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Dimensional Etf Trust International (DFSI)

View all positions for Waypoint Wealth Partners

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