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Charles Schwab Corporation shares owned by Wilkerson Advisory Group

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Wilkerson Advisory Group from 13F filings

Historical chart of Wilkerson Advisory Group investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Wilkerson Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Wilkerson Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $127k 1.3k 93.96

More positions owned by Wilkerson Advisory Group

State Street Spdr S&p 500 Etf Etf (SPY)
Victoryshares Free Cash Flow Etf Etf (VFLO)
Avantis International Equity Etf Etf (AVDE)
Federated Hermes Total Return Bond Etf Etf (FTRB)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Avantis U.s. Equity Etf Etf (AVUS)
American Century U.s. Quality Growth Etf Etf (QGRO)
Invesco Qqq Trust Series I Etf (QQQ)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)
Bluerock Pvt Real Estate Cef (BPRE)
Access Treasury 0-1 Year Etf Etf (GBIL)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Caterpillar Stock (CAT)

View all positions for Wilkerson Advisory Group

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Vanguard Capital Management
Dodge & Cox
State Street Corporation
Geode Capital Management
FMR
Franklin Resources
Vanguard Portfolio Management
PRIMECAP Management Company
Fisher Investments
Morgan Stanley
Harris Associates L.P
Artisan Partners Limited Partnership
Invesco

View all funds holding Charles Schwab Corporation