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Charles Schwab Corporation shares owned by WorthPointe

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

Historical chart of WorthPointe investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by WorthPointe

Quarter filed Position value Share count Share price at filing
2024-09-30 $225k 3.5k 64.80

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
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American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
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Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)

View all positions for WorthPointe

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
Vanguard Group
BlackRock
Dodge & Cox
T. Rowe Price Associates
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Harris Associates L.P
Franklin Resources
Bank of America Corporation
Fisher Investments
Artisan Partners Limited Partnership
Alliancebernstein

View all funds holding Charles Schwab Corporation