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Charles Schwab Corporation shares owned by Wealth Advisors

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

Historical chart of Wealth Advisors investment in Charles Schwab Corporation

Apr 2023May 2023Jun 2023Jul 2023Aug 2023Sep 2023Oct 20232.5M3M3.5M4M50k60k70k
Value ($)Share countHistorical SCHW position of Wealth Advisors Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in Charles Schwab Corporation by Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.5M 65k 54.90
2023-06-30 $4.4M 75k 58.41
2023-03-31 $2.6M 50k 51.71

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View all positions for Wealth 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
Harris Associates L.P
Franklin Resources
Morgan Stanley
Massachusetts Financial Services
Fisher Investments
Artisan Partners Limited Partnership
Norges Bank Investment Management

View all funds holding Charles Schwab Corporation