Werba Rubin Papier Wealth Management »

Charles Schwab Corporation shares owned by Werba Rubin Papier Wealth Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Werba Rubin Papier Wealth Management from 13F filings

Historical chart of Werba Rubin Papier Wealth Management investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Charles Schwab Corporation by Werba Rubin Papier Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $346k 3.5k 99.90

More positions owned by Werba Rubin Papier Wealth Management

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Long Term Us (SCHQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Procept Biorobotics Corp (PRCT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)

View all positions for Werba Rubin Papier Wealth 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