Westview Management dba Westview Investment Advisors »

Charles Schwab Corporation shares owned by Westview Management dba Westview Investment Advisors

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Westview Management dba Westview Investment Advisors from 13F filings

Historical chart of Westview Management dba Westview Investment Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Westview Management dba Westview Investment Advisors 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 Westview Management dba Westview Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.3M 33k 99.91

More positions owned by Westview Management dba Westview Investment Advisors

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Jpmorgan Usd Emg (EMB)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Ssga Active Etf Tr State Street Bla (SRLN)
Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Euro Fl Etf (EUFN)
Microsoft Corporation (MSFT)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Amazon (AMZN)
Casey's General Stores (CASY)
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)
Corning Incorporated (GLW)

View all positions for Westview Management dba Westview Investment Advisors

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