W.H. Cornerstone Investments »

Charles Schwab Corporation shares owned by W.H. Cornerstone Investments

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by W.H. Cornerstone Investments from 13F filings

Historical chart of W.H. Cornerstone Investments investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by W.H. Cornerstone Investments 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 W.H. Cornerstone Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $296k 4.1k 72.32
2023-12-31 $287k 4.2k 68.82
2023-03-31 $985k 19k 52.40
2022-12-31 $1.3M 16k 82.98
2022-09-30 $1.0M 14k 71.72

More positions owned by W.H. Cornerstone Investments

Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Apple (AAPL)
Costco Wholesale Corporation (COST)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for W.H. Cornerstone Investments

Top funds holding Charles Schwab Corporation

Vanguard Group
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Harris Associates L.P
Alliancebernstein
Fisher Investments
Flossbach Von Storch
Bank of America Corporation
Norges Bank Investment Management
Citadel Advisors
Wellington Management Company
Bank of New York Mellon
Legal & General Group

View all funds holding Charles Schwab Corporation