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Charles Schwab Corporation shares owned by Whelan Financial

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

Historical chart of Whelan Financial investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Whelan Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 14k 95.47
2025-06-30 $710k 7.8k 91.24
2025-03-31 $462k 5.9k 78.28

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Vanguard Index Fds Small Cp Etf (VB)
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Vanguard Malvern Fds Strm Infproidx (VTIP)
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Apple (AAPL)
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Microsoft Corporation (MSFT)
Ishares Tr Global 100 Etf (IOO)
Meta Platforms Cl A (META)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Whelan Financial

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
Morgan Stanley
Fisher Investments
Harris Associates L.P
PRIMECAP Management Company
Artisan Partners Limited Partnership
Massachusetts Financial Services
Northern Trust

View all funds holding Charles Schwab Corporation