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Charles Schwab Corporation shares owned by Wealth Watch Advisors

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

Historical chart of Wealth Watch Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Wealth Watch 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 Watch Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $45k 470 95.47

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Direxion Shs Etf Tr Direxion Hcm (HCMT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio Agrgte (SPAB)
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
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Ishares Tr Ibonds 25 Trm Ts (IBTF)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Listed Fds Tr Spear Alpha Etf (SPRX)

View all positions for Wealth Watch Advisors

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