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Charles Schwab Corporation shares owned by Wealthstream Advisors

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

Historical chart of Wealthstream Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Charles Schwab Corporation by Wealthstream Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $234k 2.4k 95.48
2025-06-30 $239k 2.6k 91.24

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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