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Charles Schwab Corporation shares owned by Weatherly Asset Management

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

Historical chart of Weatherly Asset Management investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Weatherly Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $201k 2.0k 99.93
2022-12-31 $205k 2.5k 83.26
2022-03-31 $207k 2.5k 84.18

More positions owned by Weatherly Asset Management

Eli Lilly & Co Common (LLY)
Apple Common (AAPL)
Amazon Common (AMZN)
Microsoft Corp Common (MSFT)
Fidelity Merrimack Str Tr Common (FBND)
Netflix Common (NFLX)
J P Morgan Exchange Traded F Common (JMST)
Alphabet Common (GOOGL)
J P Morgan Exchange Traded F Common (JPST)
Vanguard Whitehall Fds Foreign (VIGI)
Invesco Exch Traded Fd Tr Ii Common (CGW)
Ssga Active Etf Tr Foreign (TOTL)
Nvidia Corporation Common (NVDA)
Waste Mgmt Inc Del Common (WM)
Costco Whsl Corp Common (COST)

View all positions for Weatherly Asset 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