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Charles Schwab Corporation shares owned by Wiser Advisor Group

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

Historical chart of Wiser Advisor Group investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Wiser Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $51k 529 95.55
2025-03-31 $40k 513 78.34
2024-12-31 $38k 512 73.96
2024-09-30 $33k 510 64.82
2024-06-30 $37k 509 73.56
2024-03-31 $37k 506 72.39

More positions owned by Wiser Advisor Group

Apple Common Stock (AAPL)
Vanguard S&p MF Closed and MF Open (VOO)
Alphabet Common Stock (GOOGL)
Eli Lilly Common Stock (LLY)
Amazon Common Stock (AMZN)
Meta Platforms Common Stock (META)
Nyli Ftse MF Closed and MF Open (HFXI)
Invesco S&p MF Closed and MF Open (XMHQ)
Microsoft Corp Common Stock (MSFT)
Vanguard Total MF Closed and MF Open (BND)
Vanguard Growth MF Closed and MF Open (VUG)
Jpmorgan Chase Common Stock (JPM)
Nvidia Corp Common Stock (NVDA)
Schwab Us MF Closed and MF Open (SCHX)
Vanguard Value MF Closed and MF Open (VTV)

View all positions for Wiser Advisor Group

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